My feedback

7 results found

1. Option to show review reminders for specific users instead of NONE or ALL in the calendar.

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   0 comments  ·  Redtail CRM » Calendar  ·  Edit…  ·  Delete…  ·  Admin →
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   Brett Sutherland shared this idea  ·  August 13, 2020

2. Option to automatically rollover activity

   1,217 votes

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   47 comments  ·  Redtail CRM » Activities  ·  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!

   Brett Sutherland supported this idea  ·  June 09, 2020

3. Form CRS Delivery Documentation

   97 votes

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   7 comments  ·  Redtail CRM » Accounts  ·  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!

   Brett Sutherland supported this idea  ·  June 09, 2020

4. To Do List

   81 votes

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   1 comment  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Brett Sutherland supported this idea  ·  June 09, 2020

5. Workflow Task Display on the Today Page

   114 votes

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   4 comments  ·  Redtail CRM » Workflows  ·  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!

   Brett Sutherland supported this idea  ·  June 09, 2020

6. Integrate Third Party Calendars into the Redtail Calendar

   30 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Brett Sutherland shared this idea  ·  June 09, 2020

7. I need additional Mail Merge Fields

   542 votes

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   78 comments  ·  Redtail CRM » Bulk Actions  ·  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!

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   Brett Sutherland commented  ·  February 15, 2012  ·  Delete…

   Additonally, it would be great if the user record had a disclaimer field that could be merged. We are in the same position of having multiple advisors who have different licenses. Therefore, their disclaimers are different. Currently we would have to have 12 different versions of the same document to address their differing disclosures.

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