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Anonymous

← Customer Feedback for Redtail Technology

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6 results found

  1. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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  2. UDFs should be able to be used in the advanced search feature.

    421 votes
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    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous commented  · 

    It would be helpful to be able to search for contacts that do not have a certain UDF assigned.

    Anonymous supported this idea  · 

  3. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous commented  · 

    I would like to know when Redtail is going to address their email privacy issues. Redtail may work in an open office where there is all staff that are allowed to see all communications; however, an office with multiple advisors or departments there is a privacy problem when every user can be exposed to emails with confidential information not particular to them. If two advisors have the same industry contact to which confidential emails are sent to by various advisors all emails to that contact can be seen by anyone in the database that has that contact with that email. Emails should only be able to be seen by team members of the people included in the email.

    Anonymous supported this idea  · 

  4. default values for every field

    104 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    Pending Activities on the clients main dashboard - it would be nice if the default could be set to include all activities including past due

    Anonymous supported this idea  · 

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

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

  6. Enable user defined fields to have a customizable order

    130 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    It would be nice to be able to sort similar UDFs into Folders.

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