Anonymous

← Customer Feedback for Redtail Technology

My feedback

7 results found

  1. est liquid net worth reporting

    1 vote
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  2. things to do today

    3 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Anonymous shared this idea  · 

  3. color

    25 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  4. Color code tasks from the Dashboard, not just the Calendar

    5 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  5. Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar

    15 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  6. Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page

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

    205 votes
    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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