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3 results found

1. RMD Value & Information section

   1,973 votes

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   97 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!

   Thane McCready supported this idea  ·  Feb 25, 2016

2. Need a spot to add beneficiary info without creating beneficiary as a contact.

   205 votes

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   4 comments  ·  Redtail CRM » Know Your Client  ·  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!

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   Thane McCready commented  ·  Feb 25, 2016  ·  Delete…

   Maybe the account tab not the contact tab would be the best place to put this. The client could have more than one account, with different beneficiaries on each account.

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   Thane McCready supported this idea  ·  Feb 25, 2016

3. Workflow Flow Chart

   349 votes

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   28 comments  ·  Redtail CRM » Workflows  ·  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!

   Thane McCready supported this idea  ·  Feb 25, 2016