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← Customer Feedback for Redtail Technology

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65 results found

  1. Add a button

    17 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  2. Import Account Transaction Data

    24 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  3. Remove Closed Accounts from Reporting Under Account Type

    69 votes
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    10 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  4. Link more than two contacts as account owners

    20 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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  5. RMD Value & Information section

    1,912 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  6. When printing contact notes the font is too small. Please increase or give option to change

    88 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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  7. There should be three editable options under client review:

    69 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  8. Change First Review to Last Review under Client Review

    419 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  9. Include Activity subject in email subject line

    40 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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  10. adding images to emails

    46 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  11. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    414 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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  12. Right Click on Calendar Activities to Open them in a new Tab

    64 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  13. Zimbra

    359 votes
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    43 comments  ·  Redtail CRM » Integrations  ·  Admin →
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  14. Allow Color Coding on the Calendar by Advisor/Employee

    1,709 votes
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    138 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    JP commented  · 

    For larger offices, please implement this with a hex code custom color picker.

  15. Outcome of one workflow feed into another workflow

    485 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  16. Confetti when workflows are completed

    27 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  17. Workflow Flow Chart

    343 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  18. Workflow linked to contacts

    88 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  19. Display memberships on the front page of the contact record.

    411 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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  20. Notes are NOT saved when an activity is accessed by multiple users!!!

    42 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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