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Travis Crowell

← Customer Feedback for Redtail Technology

My feedback

19 results found

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

    36 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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    2 comments  ·  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. Customizable Landing Page

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

  4. Remove Closed Accounts from Reporting Under Account Type

    81 votes
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    12 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Travis Crowell supported this idea  · 

  5. Improve contact search.

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

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

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

  7. Expand Conditions for Automating Permissions / Roles

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

  8. Add global time zones

    75 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  · 

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  10. Age Based Triggers

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

    736 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  12. 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  · 

  13. Servicing Advisor = Advisor Role

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

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

    85 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  · 

  15. Automation templates & recurring workflows

    547 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Travis Crowell supported this idea  · 

  16. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    87 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Travis Crowell supported this idea  · 

  17. E-mail notifications for comments on existing notes

    398 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Travis Crowell supported this idea  · 

  18. Contacts > Notes > Comments Notification

    119 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Travis Crowell supported this idea  · 

  19. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Travis Crowell supported this idea  · 

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