Matthew Romney

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

    87 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Matthew Romney supported this idea  · 

  2. From Workflow to Workflow

    90 votes
    2 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Matthew Romney supported this idea  · 

  3. Under Workflow Steps - Where the "Mail Merge" Option is, there should be an "E-Mail Merge" as an option

    28 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Matthew Romney supported this idea  · 

  4. Add age or birthdate on family page

    16 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Matthew Romney shared this idea  · 

  5. Automation Trigger Event: Client Age

    96 votes
    3 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Matthew Romney supported this idea  · 

  6. Outcome of one workflow feed into another workflow

    500 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Matthew Romney supported this idea  · 

  7. Account Nickname

    47 votes
    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

    Matthew Romney supported this idea  · 

  8. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    49 votes
    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

  9. Add Additional Fields to the Client Review Section

    348 votes
    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

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