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1. Pinned note(s) show first on main Contact Screen Note Box

   157 votes

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   5 comments  ·  Redtail CRM » Notes  ·  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!

   Sue-Ellen supported this idea  ·  January 16, 2020

2. family email history

   35 votes

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   1 comment  ·  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!

   Sue-Ellen supported this idea  ·  March 05, 2019

3. Notes to head of household automatically copy to spouse's contact

   22 votes

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   4 comments  ·  Redtail CRM » Contact Record  ·  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!

   Sue-Ellen shared this idea  ·  February 20, 2019

4. Add tab for "Professional" on main Contact record

   18 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  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!

   An error occurred while saving the comment
   Sue-Ellen commented  ·  October 25, 2018  ·  Delete…

   Another simple fix that makes life easier. Please include in the next update.

   Save Submitting...
   Sue-Ellen supported this idea  ·  October 25, 2018

5. Add ROLE fields to Custom Export Template Options

   64 votes

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   5 comments  ·  Redtail CRM » Custom Exports  ·  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!

   An error occurred while saving the comment
   Sue-Ellen commented  ·  June 12, 2018  ·  Delete…

   Need to verify roles are accurate for workflows. Having the option to see the Advisor, Associate Advisor and CSA in an export would be more efficient.

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