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1. When creating new activity, give users the option to make the "more details page" the default.

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   65 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!

   Ashton supported this idea  ·  Dec 17, 2015

2. License Type Database List

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   8 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!

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   Ashton commented  ·  Oct 13, 2015  ·  Delete…

   It would be nice to have the ability to include the insurance licenses an advisor has (ex. Life, Health, Long Term Care Insurance) under the Licenses section on their contact page. Perhaps there could even be a section on this page that allows the advisor to put in CE information.

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   Ashton supported this idea  ·  Oct 13, 2015