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1. Include Trusts in the Family Portfolio Value

   251 votes

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   24 comments  ·  Redtail CRM » Family  ·  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!

   Drew G supported this idea  ·  October 02, 2013

2. Permission Folders

   466 votes

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   35 comments  ·  Redtail Imaging » Files/ Folders  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   
   

   Drew G supported this idea  ·  February 27, 2013

3. We need the ability to identify emails that are not linked to a contact record.

   142 votes

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   15 comments  ·  Redtail CRM » Email  ·  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!

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   Drew G commented  ·  July 03, 2012  ·  Delete…

   Very glad that Redtail is looking at solving this issue! While letting a few emails slip through the cracks because someone forgot to add the address to a contact record is not a *critical* issue, having the ability to scrub the database of those issues makes the CRM that much better.

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   Drew G supported this idea  ·  May 09, 2012