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JP

← Customer Feedback for Redtail Technology

My feedback

65 results found

  1. Allow Customization of the Know Your Client Tab

    132 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    JP commented  · 

    We would also like the ability to print the Know Your Client section in 1 concise report.

    JP supported this idea  · 

  2. professional contact phone number and email

    13 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    JP supported this idea  · 

  3. Automation Workflow from Keyword

    62 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    JP supported this idea  · 

  4. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    75 votes
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    Received  ·  8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    JP supported this idea  · 
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    JP commented  · 

    Yes! Although we are new to Redtail, this is extremely important to us. Our terminology is different and we would like to see it consistent throughout the application.

  5. Include CSA in Contact Details (along side Writing Advisor and Servicing Advisor)

    22 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    JP supported this idea  · 

  6. Notify users that an opportunity has been added

    53 votes
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    1 comment  ·  Redtail CRM » Opportunities  ·  Admin →
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    JP commented  · 

    Seriously? We are new to Redtail and they have been around for awhile. That is very basic CRM functionality that should not have been open this long.

    JP supported this idea  · 

  7. 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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    JP supported this idea  · 

  8. Be able to Assign colors on the Calendar by Name of the person completing task

    38 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    JP supported this idea  · 
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    JP commented  · 

    Add a hex or RGB color picker

  9. Thanks for adding Federal Holidays to the Calendar. However...

    21 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    JP supported this idea  · 

  10. Customization of Holidays

    39 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    JP supported this idea  · 

  11. email reporting

    235 votes
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    10 comments  ·  Redtail CRM » Email  ·  Admin →
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    JP supported this idea  · 

  12. Imaging times out too quickly - need the ability to stay logged on for longer even if I'm not working on it immediately

    174 votes
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    21 comments  ·  Redtail Imaging » Other  ·  Admin →
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    JP supported this idea  · 

  13. Mask PII (SSN, DOB, account numbers) from certain users

    24 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    JP supported this idea  · 

  14. Print Work Flow Template

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

  15. Bulk Reassign Workflow Task

    105 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    JP supported this idea  · 

  16. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    370 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    JP supported this idea  · 

  17. My Workflow Tasks Page - Task Hyperlink Should Open Task

    24 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    JP supported this idea  · 

  18. Workflow Assignments Notifications

    167 votes
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    6 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    JP supported this idea  · 

  19. Allow recurring events to SKIP over NYSE and national holidays - show holidays

    32 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    JP supported this idea  · 

  20. seeing selected people in separate columns on the calendar day view.

    18 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    JP supported this idea  · 
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