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Tommy

← Customer Feedback for Redtail Technology

My feedback

39 results found

  1. What happened to the Redtail Blog?

    1 vote
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Tommy shared this idea  · 

  2. Interface is segmented, Update for better flow

    4 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  3. Fix the ‘no end’ date issue in Redtail activities/calendar sync items

    4 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  4. Pinned Notes Should Appear On Client Dashboard

    7 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. Pinned Notes Should Appear On Client Dashboard

    10 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  6. Add Annuity data into Accounts - the current set up does not work well with Annuities

    7 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  7. Add an option for a checklist in udf fields

    10 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  8. Scrap Worflows and Start Over

    52 votes
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    3 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Tommy commented  · 

    100% agree! Make Redtail more like Wealthbox, before everybody leaves and goes there anyway!

    Tommy supported this idea  · 

  9. Improved Functionality for Linked Account Detail Labels

    19 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  10. Why am I limited to using a password with a maximum of 16 characters?

    3 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  11. Enable the ability to view your email password under email settings & preferences

    9 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Tommy supported this idea  · 

  12. When updating your password you should have the ability to view what you are typing

    7 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  13. Stop requiring different passwords for different parts of redtail

    17 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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  14. to be able to search by a nick name or a street address or even a email address

    17 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tommy commented  · 

    This one is a "no brainer"! Why hasn't this simple feature been implemented from Day One!?

    Tommy supported this idea  · 

  15. Add nicknames to the search contact feature

    19 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tommy commented  · 

    This one is a "no brainer"! Why hasn't this simple feature been implemented from Day One!?

    Tommy supported this idea  · 

  16. adding the feature of Nicknames to labels so that I don't have to cut and paste everything for my 400 holiday cards

    15 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Tommy supported this idea  · 

  17. nickname

    129 votes
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    7 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Tommy commented  · 

    This one is a "no brainer"! Why hasn't this simple feature been implemented from Day One!?

    Tommy supported this idea  · 

  18. Searching by client nickname

    34 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Tommy commented  · 

    This one is a "no brainer"! Why hasn't this simple feature been implemented from Day One!?

    Tommy supported this idea  · 

  19. LinkedIn - Contact Import

    33 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  · 

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

    114 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Tommy supported this idea  · 
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