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Anonymous

← Customer Feedback for Redtail Technology

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5 results found

  1. color

    25 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  2. Color code tasks from the Dashboard, not just the Calendar

    5 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar

    12 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  4. Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page

    20 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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  5. Need a spot to add beneficiary info without creating beneficiary as a contact.

    202 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous commented  · 

    need more information inputs in the beneficiary tab. DOB, Soc, relationship with account holder, etc

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