Anonymous

← Customer Feedback for Redtail Technology

My feedback

13 results found

  1. Alert/warning pop up when clicking on client profile, if "caution" is needed

    25 votes
    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  2. Contact Card

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

  3. Add Alerts Feature to Dashboard

    13 votes
    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. Team Notice Acknowledgement

    17 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. Moving team notice; rearrange "Today" page

    28 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  6. AUM Tracking by Service Advisor added to Dashboard

    7 votes
    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  7. add "Memberships" to custom exports

    9 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Anonymous shared this idea  · 

  8. Please add Preferred Email and Phone# as options on the Custom Export Template

    8 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  9. Please consider making "Discretionary" a field for custom export.

    7 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  10. User Define Fields for Contact & Accounts

    6 votes
    2 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  11. add email address and advisors to Memberships columns

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

  12. Add email address to Membership Report

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

  13. trusted contact

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

Feedback and Knowledge Base

(thinking…)