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Christian

← Customer Feedback for Redtail Technology

My feedback

15 results found

  1. Option to view all activities

    389 votes
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    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. Outcome of one workflow feed into another workflow

    500 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. Make it possible to change a client's next review date without changing first review date!

    571 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. Add more fields under beneficiaries

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

  5. Automation templates & recurring workflows

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

  6. I need additional Mail Merge Fields

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

  7. Allow Tasks to be moved between workflow Steps

    603 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Christian supported this idea  · 

  8. Age Based Triggers

    873 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Christian supported this idea  · 

  9. Automations: Make the Know your Client Review Date a Trigger Event

    775 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  10. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    736 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  11. When creating new activity, give users the option to make the "more details page" the default.

    792 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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  12. Option to automatically rollover activity

    1,249 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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  13. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,278 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  14. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Christian supported this idea  · 

  15. RMD Value & Information section

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

Feedback and Knowledge Base

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