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Austin Johnson (per user request)

← Customer Feedback for Redtail Technology

My feedback

6 results found

  1. Improve Schwab Advisor Center Digital Account Opening to include employment and citizenship data

    3 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Austin Johnson (per user request) shared this idea  · 

  2. email history default to note: email received or email sent

    153 votes
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    11 comments  ·  Redtail CRM » Email  ·  Admin →
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    Austin Johnson (per user request) supported this idea  · 

  3. there is not an option to add an Employer for a new contact via the mobile app.

    11 votes
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    2 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Austin Johnson (per user request) commented  · 

    it would be ideal that when entering an individual’s employer you are presented with a dropdown of all existing business’s. This would ensure that duplicative alternative versions of the same business/firm don’t start accumulating.

  4. More control over password requirements and longer/complex passwords allowed

    67 votes
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    8 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Austin Johnson (per user request) supported this idea  · 

  5. Option to NOT notify existing activities attendees

    49 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Austin Johnson (per user request) supported this idea  · 

  6. default values for every field

    101 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Austin Johnson (per user request) supported this idea  · 

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