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Tracy

← Customer Feedback for Redtail Technology

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9 results found

  1. Adding color coding for advisors

    54 votes
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    3 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Tracy supported this idea  · 

  2. Annual Review Checkbox

    54 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tracy supported this idea  · 

  3. Active workflow tasks assigned based on the role need to reassign those tasks when the person in the role changes.

    22 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Tracy supported this idea  · 

  4. Hover over appointment for location details

    38 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Tracy supported this idea  · 

  5. Add client description field

    13 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Tracy commented  · 

    please add next to client name at the top of the page and display for all household members

    Tracy shared this idea  · 

  6. beneficiary data

    17 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Tracy shared this idea  · 

  7. Head of Household Display

    31 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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  8. Add global time zones

    66 votes
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    11 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Tracy commented  · 

    Please add Client Time Zone to the contact card. Need to know what time it is when calling!!!

  9. buttons at top of reports

    10 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Tracy shared this idea  · 

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