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4 results found

1. Billable Time Tracking

   380 votes

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   43 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!

   Chris Young supported this idea  ·  Sep 12, 2017

2. Time tracker

   85 votes

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   5 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!

   Chris Young supported this idea  ·  Sep 12, 2017

3. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

   1,371 votes

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   69 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!

   Chris Young supported this idea  ·  Oct 30, 2015

4. Include Trusts in the Family Portfolio Value

   254 votes

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   24 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!

   Chris Young supported this idea  ·  Oct 30, 2015
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   Chris Young commented  ·  Oct 30, 2015  ·  Delete…

   I'd like to add on to allow a business to be added to a family as well. I have many clients who have trust accounts and business accounts, and I would like the ability to be able household the assets from those entities. That way when I run reports I have a true picture of the total dollars a family has invested with me are.

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