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30 results found

  1. License Type Database List

    44 votes
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    8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  2. In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year

    115 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  3. Duplicate account number report - please

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

  4. Add an option for name pronunciation

    130 votes
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    Received  ·  7 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  5. Automatically fill the state and city based on zip code

    167 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  6. Laser App - Head of House info populate for spouse

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Anonymous supported this idea  · 

  7. 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  · 

  8. Notification when ID expires

    114 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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  9. synchronize wedding anniversary

    58 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    I agree! I don't understand why we have to manually enter the anniversary date of a wedding for two clients that are spouses!

    Anonymous supported this idea  · 

  10. Fix Contact Photo

    31 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    Once you've uploaded a photo to be the client's "profile photo" being allowed to crop it again in case it doesn't look good the way it is

    Anonymous supported this idea  · 
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