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Christian

← Customer Feedback for Redtail Technology

My feedback

13 results found

  1. Option to view all activities

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

    511 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. Add more fields under beneficiaries

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

  4. Automation templates & recurring workflows

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

  5. I need additional Mail Merge Fields

    548 votes
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    82 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Christian supported this idea  · 

  6. Allow Tasks to be moved between workflow Steps

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

  7. Age Based Triggers

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

  8. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    737 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Christian supported this idea  · 

  9. When creating new activity, give users the option to make the "more details page" the default.

    806 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Christian supported this idea  · 

  10. Option to automatically rollover activity

    1,267 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Christian supported this idea  · 

  11. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    2,301 votes
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    167 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Christian supported this idea  · 

  12. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,416 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Christian supported this idea  · 

  13. RMD Value & Information section

    1,993 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Christian supported this idea  ·