Anonymous

← Customer Feedback for Redtail Technology

My feedback

13 results found

  1. Workflow Task Display on the Today Page

    120 votes
    5 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  2. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. Add more fields under beneficiaries

    495 votes
    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

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

    Anonymous supported this idea  · 

  4. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. professional contact

    46 votes
    0 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  6. Tracking maiden names and name changes.

    177 votes
    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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

    242 votes
    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  8. Include Trusts in the Family Portfolio Value

    254 votes
    25 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  9. Account Risk Tolerance and Time Horizon Fields

    292 votes
    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  10. Customize Email viewing permissions

    494 votes
    57 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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

    431 votes
    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  13. UDFs should be able to be used in the advanced search feature.

    426 votes
    20 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

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