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1. Workflow automation to create Activities

   316 votes

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   8 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Katie supported this idea  ·  January 29, 2018

2. Add more fields under beneficiaries

   492 votes

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   14 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Katie supported this idea  ·  June 03, 2016

3. add client review reminder to the mobile ap

   112 votes

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   Planned  ·  13 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   Katie commented  ·  November 17, 2015  ·  Delete…

   500 server error when trying to get birthday report

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   Katie supported this idea  ·  November 17, 2015