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43 results found

1. List Management: Bulk Delete

   16 votes

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   3 comments  ·  Redtail CRM » Bulk Actions  ·  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!

   Ty Reid supported this idea  ·  November 25, 2020

2. We have alot of Medicare and ACA clients that renew January 1 each year. I have had to manually change 435 records. Can we come up with a

   9 votes

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   2 comments  ·  Redtail CRM » Bulk Actions  ·  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!

   Ty Reid supported this idea  ·  November 25, 2020

3. Email Blasts - Birthdays

   24 votes

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   2 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Ty Reid supported this idea  ·  November 25, 2020

4. More Mail Merge Fields! website, mobile phone and so many more!

   10 votes

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   0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Ty Reid supported this idea  ·  November 25, 2020

5. setting permissions for multiple teams at once instead of in redundant separate actions

   6 votes

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   0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Ty Reid supported this idea  ·  November 25, 2020

6. Attach file in bulk notes

   25 votes

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   2 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Ty Reid supported this idea  ·  November 25, 2020

7. Bulk add in UDF section

   18 votes

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   0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Ty Reid supported this idea  ·  November 25, 2020

8. Contact > State Field for Custom Export

   7 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Ty Reid supported this idea  ·  November 04, 2020

9. export from advanced search

   6 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Ty Reid supported this idea  ·  November 04, 2020

10. client reviews filtered by Advisor on Calendar

    9 votes

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    0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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    Ty Reid shared this idea  ·  November 04, 2020

11. Customization of Holidays

    39 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  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!

    Ty Reid supported this idea  ·  November 04, 2020

12. view more recent contacts by filtering number

    1 vote

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    0 comments  ·  Redtail CRM » Other  ·  Edit…  ·  Delete…  ·  Admin →
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    Ty Reid shared this idea  ·  October 23, 2020

13. Outcome of one workflow feed into another workflow

    485 votes

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    21 comments  ·  Redtail CRM » Automations  ·  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!

    Ty Reid supported this idea  ·  October 05, 2020

14. Contact Record Return To Report

    6 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Ty Reid shared this idea  ·  September 14, 2020

15. Can I have the Portfolio Balance show Husband and Wife's total rather than one individual total, so staff can treat a big account accordingl

    14 votes

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    2 comments  ·  Redtail CRM » Accounts  ·  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!

    Ty Reid supported this idea  ·  September 09, 2020

16. On the Contacts page, it shows columns of info: Name, Status, Category, Source and Type. Add option to view Portfolio Balance

    64 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!

17. Add Servicing Advisor beside Portfolio Balance

    10 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  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!

18. add a household portfolio balance option

    17 votes

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    1 comment  ·  Redtail CRM » Contact Record  ·  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!

19. dark mode

    150 votes

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    6 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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    Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

    This suggestion is remaining open and can continue to gather votes and comments!

20. Add workflows to Mobile App

    15 votes

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    2 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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    Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

    Ty Reid supported this idea  ·  September 01, 2020