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Tommy

← Customer Feedback for Redtail Technology

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27 results found

  1. LinkedIn - Contact Import

    27 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    Tommy commented  · 

    Seems with all the "screen scraping" technology out there, this should be able to get done.

    1.) Select a contact on LinkedIn and have most of their data import to the respective fields in Redtail.
    2.) Let the advisor check it over and make any corrections.
    3.) Save it.

    What a big time saver!

    Tommy supported this idea  · 

  2. to be able to search by a nick name or a street address or even a email address

    17 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tommy supported this idea  · 

  3. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    95 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tommy supported this idea  · 

  4. Add Additional Fields to the Client Review Section

    348 votes
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    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Tommy supported this idea  · 

  5. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Tommy supported this idea  · 

  6. Dynamic Workflow Due Dates

    376 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Tommy supported this idea  · 

  7. Add Revenue to the Opportunities dashboard and reports

    382 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Tommy supported this idea  · 

  8. Billable Time Tracking

    380 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Tommy supported this idea  · 

  9. Option to view all activities

    386 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tommy supported this idea  · 

  10. 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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    Tommy supported this idea  · 

  11. Display memberships on the front page of the contact record.

    428 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Tommy supported this idea  · 

  12. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Tommy supported this idea  · 

  13. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Tommy supported this idea  · 

  14. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Tommy supported this idea  · 

  15. Outcome of one workflow feed into another workflow

    500 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tommy supported this idea  · 

  16. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Tommy supported this idea  · 

  17. Make it possible to change a client's next review date without changing first review date!

    570 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Tommy supported this idea  · 

  18. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Tommy supported this idea  · 

  19. 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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    Tommy supported this idea  · 

  20. Option to automatically rollover activity

    1,239 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tommy supported this idea  · 
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