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Glen in Canada

← Customer Feedback for Redtail Technology

My feedback

30 results found

  1. Entering and updating Seminar/Event Attendees

    74 votes
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    2 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Glen in Canada supported this idea  · 

  2. "Client Events"

    130 votes
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    1 comment  ·  Redtail CRM » Seminar  ·  Admin →
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  3. Seminar

    28 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  4. Seminar Management - true total of guests

    56 votes
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    7 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  5. Show Attendee Status for Seminar in Contact

    37 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  6. Email Template - Image with hyperlink.

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

  7. Delete under a contacts list of seminars should not delete the entire seminar

    12 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  8. Universal 2nd Factor (U2F) Badly Needed ASAP

    63 votes
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    4 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Glen in Canada supported this idea  · 

  9. ability to schedule a broadcast email

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

  10. ABILITY TO INCLUDE INSURANCE POLICIES ON CRM

    97 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Glen in Canada supported this idea  · 

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

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Glen in Canada supported this idea  · 

  12. Add an Estate Planning Tab

    100 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Glen in Canada supported this idea  · 

  13. Create a Client Review at the Household Level

    111 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  · 

  14. default values for every field

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

  15. "Important Information" Block

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

  16. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Glen in Canada supported this idea  · 

  17. Client's name at the very top of all notes, tasks, activities

    135 votes
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    6 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Glen in Canada commented  · 

    Totally agree.

    Glen in Canada supported this idea  · 

  18. Tracking maiden names and name changes.

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

    190 votes
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    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  20. Add more fields under beneficiaries

    489 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Glen in Canada supported this idea  · 
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