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1. Pull profile pictures from the new Social Media address links to use for a client's contact record profile picture.

   127 votes

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   10 comments  ·  Redtail CRM » Integrations  ·  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!

   Brittany Farris supported this idea  ·  March 21, 2016

2. automation trigger for advisor change

   95 votes

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   4 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!

   Brittany Farris supported this idea  ·  May 04, 2015

3. RMD Value & Information section

   1,924 votes

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   94 comments  ·  Redtail CRM » Accounts  ·  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!

   Brittany Farris supported this idea  ·  December 18, 2013
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   Brittany Farris commented  ·  May 20, 2011  ·  Delete…

   This feature would be of great value to our firm as well. Maybe build a function that recognizes Client's with RMD by their birthday, then we as users can pull a list of these clients from a serach....

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