My feedback

5 results found

1. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

   93 votes

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   Received  ·  10 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Meghan Hinsdale commented  ·  Jun 30, 2021  ·  Delete…

   This appears to be a suggestion since 2016. Redtail please update us

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2. History of Client Reviews

   296 votes

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   12 comments  ·  Redtail CRM » Client Reviews  ·  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!

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   Meghan Hinsdale commented  ·  Aug 29, 2016  ·  Delete…

   It would be nice if I could schedule a client meeting on the calendar and complete it then the date would auto fill in the the first review date of the client review field under know your client.

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   Meghan Hinsdale supported this idea  ·  Aug 29, 2016

3. RMD Value & Information section

   1,985 votes

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   98 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!

   Meghan Hinsdale supported this idea  ·  Aug 29, 2016

4. add a workflow to bulk actions

   142 votes

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   12 comments  ·  Redtail CRM » Bulk Actions  ·  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!

5. Delete UDF in Bulk

   50 votes

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   6 comments  ·  Redtail CRM » Bulk Actions  ·  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!

   Meghan Hinsdale shared this idea  ·  May 12, 2016