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1. memberships

   28 votes

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   0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Heather Rutsch supported this idea  ·  Aug 19, 2024

2. Please give us a way to modify the order of options on the left menu bar.

   22 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Heather Rutsch supported this idea  ·  Aug 19, 2024

3. add a designated beneficiary area for beneficiary information.

   114 votes

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   1 comment  ·  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!

   Heather Rutsch supported this idea  ·  Aug 19, 2024

4. Make the sub-Contact lists "movable"...especially Memberships

   22 votes

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   0 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!

   Heather Rutsch supported this idea  ·  Aug 19, 2024

5. memberships

   127 votes

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   4 comments  ·  Redtail CRM » Memberships  ·  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!

   Heather Rutsch supported this idea  ·  Aug 19, 2024

6. Include Trusts in the Family Portfolio Value

   254 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!

   Heather Rutsch supported this idea  ·  Aug 19, 2024

7. Option to automatically rollover activity

   1,242 votes

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   49 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
   How important is this to you?

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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!

   Heather Rutsch supported this idea  ·  Apr 28, 2021

8. Add client name to subject line in email notification

   19 votes

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   2 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Heather Rutsch commented  ·  Apr 28, 2021  ·  Delete…

   Similarly, adding the clients name (or even just their last name) to the email subject line would be EXTREMELY helpful when trying to sort/prioritize multiple notifications. Thanks!

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   Heather Rutsch supported this idea  ·  Apr 28, 2021

9. To Do List

   88 votes

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   1 comment  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Heather Rutsch supported this idea  ·  Jan 12, 2021

10. allow today view to to show our preference of today's activities

    16 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Heather Rutsch supported this idea  ·  Jan 12, 2021

11. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    30 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Heather Rutsch supported this idea  ·  Jun 25, 2020