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Anonymous

← Customer Feedback for Redtail Technology

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10 results found

  1. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    313 votes
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    Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Anonymous supported this idea  · 

  2. Add more fields under beneficiaries

    503 votes
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    15 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  · 

  3. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  4. professional contact

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

  5. Tracking maiden names and name changes.

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

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

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

  7. Include Trusts in the Family Portfolio Value

    258 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

  8. 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  · 

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

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

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

    438 votes
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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous supported this idea  · 

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