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← Customer Feedback for Redtail Technology

My feedback

16 results found

  1. Workflow Task Display on the Today Page

    114 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  2. Make it possible to have an individual be a member of more than one family group.

    189 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous supported this idea  · 

  3. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 

  4. Add more fields under beneficiaries

    492 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    I agree that being able to link to a contact for beneficiaries would be great!

    Anonymous supported this idea  · 

  5. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  6. professional contact

    46 votes
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    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous supported this idea  · 

  7. Client's name at the very top of all notes, tasks, activities

    135 votes
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    6 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  8. Tracking maiden names and name changes.

    174 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  9. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    239 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  10. Include Trusts in the Family Portfolio Value

    251 votes
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    24 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

  11. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  12. Customize Email viewing permissions

    488 votes
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    56 comments  ·  Redtail CRM » Email  ·  Admin →
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    Anonymous supported this idea  · 

  13. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous supported this idea  · 

  14. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

  15. 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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    Anonymous supported this idea  · 

  16. In the family tree, the trust needs to able to be added as a bene.

    29 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

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