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Glen in Canada

← Customer Feedback for Redtail Technology

My feedback

20 results found

  1. Entering and updating Seminar/Event Attendees

    77 votes
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    4 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Glen in Canada supported this idea  · 

  2. Seminar

    29 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Glen in Canada supported this idea  · 

  3. Show Attendee Status for Seminar in Contact

    38 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  4. ability to schedule a broadcast email

    54 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Glen in Canada supported this idea  · 

  5. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Glen in Canada supported this idea  · 

  6. Add an Estate Planning Tab

    103 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Glen in Canada supported this idea  · 

  7. Create a Client Review at the Household Level

    114 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Glen in Canada commented  · 

    Excellent idea.

    Glen in Canada supported this idea  · 

  8. default values for every field

    104 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Glen in Canada supported this idea  · 

  9. Workflow Flow Chart

    349 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  10. Tracking maiden names and name changes.

    177 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  11. History of Client Reviews

    193 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Glen in Canada supported this idea  · 

  12. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Glen in Canada supported this idea  · 

  13. Change First Review to Last Review under Client Review

    454 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Glen in Canada supported this idea  · 

  14. Pinned note(s) show first on main Contact Screen Note Box

    169 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Glen in Canada commented  · 

    This is a fantastic idea. I hope others vote for it because it would likely be quite easy for the Redtail programmers to implement. Thanks Brenda.

    Glen in Canada supported this idea  · 

  15. Option to view all activities

    389 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Glen in Canada commented  · 

    This would be wonderful. Using the custom date range option takes too many steps.

    Glen in Canada supported this idea  · 

  16. Age Based Triggers

    870 votes
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    26 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Glen in Canada supported this idea  · 

  17. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Glen in Canada supported this idea  · 

  18. Option to automatically rollover activity

    1,243 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Glen in Canada supported this idea  · 

  19. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,275 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Glen in Canada supported this idea  · 

  20. Add More Marital Status Options

    45 votes
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    5 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Glen in Canada supported this idea  · 

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