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← Customer Feedback for Redtail Technology

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23 results found

  1. Color Options in NOTES

    36 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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  2. Relationship between households

    82 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  3. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    138 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    194 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    193 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  6. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  7. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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  8. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

    47 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  9. Add the notes timeline to the app too

    18 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  10. Add a fund number column to the account assets

    31 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  11. Account feed integration with Nationwide

    15 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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  12. Note Category - Ability to select more than one category for a note

    160 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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  13. Fund Number Column

    30 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  14. Removal of Tag Groups(Bulk Options)

    51 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  15. Show fund number in the break down of an account

    39 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  16. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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  17. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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  18. When printing contact notes the font is too small. Please increase or give option to change

    91 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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  19. 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

    420 votes
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    29 comments  ·  Redtail CRM » Notes  ·  Admin →
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  20. Workflow automation to create Activities

    314 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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