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← Customer Feedback for Redtail Technology

My feedback

17 results found

  1. workflow report bulk actions

    15 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Captain shared this idea  · 

  2. Client Goals

    16 votes
    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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  3. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Captain supported this idea  · 

  4. Name of family account holder, column for accounts page

    10 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Captain shared this idea  · 

  5. Under "Open Activities" Please add a column for the date the activity was made

    27 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  6. License Type Database List

    44 votes
    8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  7. Imaging Permissions

    49 votes
    9 comments  ·  Redtail Imaging  ·  Admin →
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  8. Birthday report

    8 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  9. Multiple Entries for Form CRS for documentation

    15 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Captain shared this idea  · 

  10. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Captain supported this idea  · 

  11. Allow an image to be pasted into an email directly

    30 votes
    2 comments  ·  Redtail CRM » Email  ·  Admin →
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  12. adding images to emails

    49 votes
    0 comments  ·  Redtail CRM » Email  ·  Admin →
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  13. Assign Activity to Team

    173 votes
    11 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Captain supported this idea  · 

  14. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes
    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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  15. Add a 'Contact Category Change' Trigger Event for Automations

    199 votes
    20 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Captain supported this idea  · 

  16. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    178 votes
    22 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Captain supported this idea  · 

  17. Email reminders for when activities are due

    40 votes
    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Captain supported this idea  · 

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