Skip to content

Anonymous

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Please add search feature to Beneficiary

    46 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 

  2. beneficiaries

    57 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 
    An error occurred while saving the comment
    Anonymous commented  · 

    This would be very helpful! Either add a beneficiary report under "Reports", allow us to pull the information from the advanced search options or let us create a custom export with the beneficiary field from under "Accounts". We would like to be able to pull a report for ALL clients and ALL accounts with beneficiaries added.

  3. need all fields available to select from for custom reporting

    925 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 

Feedback and Knowledge Base

(thinking…)