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1. Show note comments on timeline

   325 votes

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   9 comments  ·  Redtail CRM » Timeline  ·  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!

2. E-mail notifications for comments on existing notes

   391 votes

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   33 comments  ·  Redtail CRM » Notifications  ·  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!

3. Show the Details of the Actions done on the Timeline

   246 votes

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   14 comments  ·  Redtail CRM » Timeline  ·  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 1, 2015

4. Account Value Automations

   30 votes

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   2 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!

   Anonymous supported this idea  ·  Dec 1, 2015
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   Anonymous commented  ·  Nov 18, 2015  ·  Delete…

   For example, if client categories A, B, and C are based on AUM for that person, then the category value should automatically change as the AUM changes.

   There are a lot more possibilities beyond that too

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