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← Customer Feedback for Redtail Technology

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17 results found

  1. Two Factor Authentication - Remove option for "Remember This Device"

    12 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Anonymous supported this idea  · 

  2. Link Account to Multiple Contacts

    99 votes
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    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Anonymous supported this idea  · 

  3. when linking accounts to activities can you add ability to link multiple accounts at a time

    58 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  4. adding the feature of Nicknames to labels so that I don't have to cut and paste everything for my 400 holiday cards

    12 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous supported this idea  · 

  5. Sticky Notes to add to client file

    43 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  6. Adding custom labels into custom export

    15 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

  7. Active workflow tasks assigned based on the role need to reassign those tasks when the person in the role changes.

    22 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  8. add a designated beneficiary area for beneficiary information.

    114 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  9. Household names and labels

    29 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

  10. Outlook and RedTail Calendar Integration

    63 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  11. notes from outlook to redtail

    9 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 

  12. Redtail Scheduling

    47 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  13. international numbers for speak

    3 votes
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    Received  ·  0 comments  ·  Redtail Speak » Contacts  ·  Admin →
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    Anonymous shared this idea  · 

  14. eMoney Integration for Trust or Business accounts

    10 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous supported this idea  · 

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

    84 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

  16. Birthday report

    8 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  17. Need to able to restrict employees from disabling 2 factor

    20 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Anonymous shared this idea  · 

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