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1. Documents

   192 votes

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   18 comments  ·  Redtail CRM » Documents  ·  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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   Jack Davis commented  ·  Mar 14, 2019  ·  Delete…

   It would be helpful if the contact record showed that there were Doccuments stored in the document section.

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   Jack Davis supported this idea  ·  Mar 14, 2019

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

   1,374 votes

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   71 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!

   Jack Davis supported this idea  ·  Jun 19, 2016

3. Make the sub-Contact lists "movable"...especially Memberships

   22 votes

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   0 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!

   Jack Davis shared this idea  ·  Feb 1, 2016