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4 results found

1. Include Trusts in the Family Portfolio Value

   258 votes

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   25 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!

   Anonymous supported this idea  ·  Dec 10, 2020

2. Open Activities from Today screen - order of Past Due

   285 votes

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   12 comments  ·  Redtail CRM » Activities  ·  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!

   Anonymous supported this idea  ·  Dec 10, 2020

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

   176 votes

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   6 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!

   Anonymous supported this idea  ·  Dec 10, 2020

4. Add pinned notes to Latest Notes screen.

   96 votes

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   2 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Dec 9, 2020