Michael A Critchfield
My feedback
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1,345 votes
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An error occurred while saving the comment Michael A Critchfield
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An error occurred while saving the comment Michael A Critchfield
commented
When you add a family member to a client record automatically add them to memberships to reduce double entry,
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78 votes
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Michael A Critchfield
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248 votes
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An error occurred while saving the comment Michael A Critchfield
commented
PLEASE FOR THE LOVE OF GOD MAKE THIS A PRIORITY!!!
I have a few clients that have 4 trust accounts (Bypass, Survivors, Family, GST) and several Family Limited Partnerships. 8 different contact types in Redtail to track all the different TaxIDs. AND I CANT GROUP THE ACCOUNTS! OH MY PLEASE PLEASE FIX THIS.
Michael A Critchfield
supported this idea
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466 votes
An error occurred while saving the comment Michael A Critchfield
commented
In Redtail Imaging please add folder level permissions like Dropbox!
We have a Corporate library and I would like to restrict access to folders so that I can keep my HR folders, budgeting, business receipts, Payroll info, etc. Access must be restricted!Michael A Critchfield
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77 votes
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!
Michael A Critchfield
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128 votes
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!
Michael A Critchfield
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85 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Michael A Critchfield
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564 votes
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!
Michael A Critchfield
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199 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Michael A Critchfield
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417 votes
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!
Michael A Critchfield
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148 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Michael A Critchfield
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346 votes
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!
Michael A Critchfield
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593 votes
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!
Michael A Critchfield
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373 votes
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!
Michael A Critchfield
supported this idea
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102 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Michael A Critchfield
supported this idea
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107 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Michael A Critchfield
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141 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Michael A Critchfield
commented
Why do you have to click on something to see Important Information???? Its Important so PIN it to the top of the timeline!!!!!
Michael A Critchfield
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729 votes
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Michael A Critchfield
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Make this a priority! I just ran into a situation where the grandparent passed and they had 529 plans for there grand-children. I thought all of the grandchildren belonged to one of the daughters and sent her the paperwork to process the change. WRONG, one grandchildren belonged to the other daughter. There is no way for me to track that effectively. Make the Family tree better and add the ability to add family trusts and family businesses for the structure. Dont tell me to use memberships for this.