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Chris Linneman

← Customer Feedback for Redtail Technology

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6 results found

  1. UDFs should be able to be used in the advanced search feature.

    409 votes
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    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Chris Linneman commented  · 

    I've added a request for a Search Within feature. I think that would also accomplish what is being requested above.

    Chris Linneman supported this idea  · 

  2. In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year

    115 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Chris Linneman supported this idea  · 

  3. Notification when ID expires

    114 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Chris Linneman supported this idea  · 

  4. add a designated beneficiary area for beneficiary information.

    105 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Chris Linneman supported this idea  · 

  5. Make ALL Fields Searchable in the Advanced Search

    210 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Chris Linneman supported this idea  · 

  6. E-mail notifications for comments on existing notes

    388 votes
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    33 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Chris Linneman supported this idea  · 

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