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Travis Crowell

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26 results found

  1. Copy Roles selection to the Spouse in a new contact

    30 votes
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    2 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Travis Crowell commented  · 

    It's been 2 years since this request, please advise if this being worked on.

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    Travis Crowell commented  · 

    Anything?

    Travis Crowell shared this idea  · 

  2. Automatic Spouse Contact Record Should Inherit Permissions

    19 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Travis Crowell commented  · 

    I have the same request. Please advise if this is being worked on.

    Travis Crowell supported this idea  · 

  3. Setup contact head of household & spouse

    19 votes
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    1 comment  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Travis Crowell supported this idea  · 

  4. spouse

    45 votes
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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Travis Crowell supported this idea  · 

  5. Customizable Landing Page

    26 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Travis Crowell supported this idea  · 

  6. Remove Closed Accounts from Reporting Under Account Type

    69 votes
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    10 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Travis Crowell supported this idea  · 

  7. allow us to see the person and/or team members who were sent a notification in the note record.

    210 votes
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    19 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Travis Crowell commented  · 

    This was a great idea in 2017, and it's still a great idea today.

    Travis Crowell supported this idea  · 

  8. Improve contact search.

    100 votes
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    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Travis Crowell supported this idea  · 

  9. UDFs should be able to be used in the advanced search feature.

    409 votes
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    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Travis Crowell supported this idea  · 

  10. Expand Conditions for Automating Permissions / Roles

    19 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Travis Crowell shared this idea  · 

  11. Add global time zones

    66 votes
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    11 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Travis Crowell commented  · 

    Please add more time zones so we can use this calendar for tasks in offices outside of the U.S., specifically Asia.
    Our team has to convert the time for every item and they won't use it for scheduling appointments.

    Travis Crowell supported this idea  · 

  12. 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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  13. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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  14. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  15. Narrowing Down UDF Reports

    15 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  16. automation emails people in a role

    6 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Travis Crowell supported this idea  · 

  17. Assign Roles to Specific Teams | Advisor, Assoc. Advisor and (CSA) Client Service Associate of Team

    22 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Travis Crowell supported this idea  · 

  18. Auto-Assign CSA Role Based on Advisor

    38 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Travis Crowell supported this idea  · 

  19. Servicing Advisor = Advisor Role

    68 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Travis Crowell supported this idea  · 

  20. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

    76 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Travis Crowell commented  · 

    This is critical for offices with multiple advisors. It is redundant and unnecessary work to require this additional step to be taken for every new contact entered. Plus, if the user is not set as administrator, that can't even put themselves as the Advisor on a contact.

    Travis Crowell supported this idea  · 
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