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Theresa Lesavoy

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. custom report to PDF to show Client Account details and balance and withdrawals and RMD

    11 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Theresa Lesavoy shared this idea  · 

  2. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Theresa Lesavoy supported this idea  · 

  3. Customized Reports exported to PDF

    58 votes
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    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Theresa Lesavoy supported this idea  · 

  4. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Theresa Lesavoy supported this idea  · 

  5. custom reports

    29 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Theresa Lesavoy supported this idea  · 

  6. add a designated beneficiary area for beneficiary information.

    108 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Theresa Lesavoy supported this idea  · 

  7. Add more fields under beneficiaries

    492 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Theresa Lesavoy supported this idea  · 

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