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1. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

   84 votes

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   4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Curtis supported this idea  ·  Feb 16, 2018

2. Add an "enable reminder" feature for ALL dates

   59 votes

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   1 comment  ·  Redtail CRM » Settings & Preferences  ·  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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   Curtis commented  ·  Apr 11, 2016  ·  Delete…

   Marital Status - Anniversary (reminder)
   A check box like the birthday calendar reminded to enable (or not if left blank) in the individual contact record.

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   Curtis supported this idea  ·  Apr 11, 2016