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1. email reporting

   241 votes

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   10 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

   Matt Olsen supported this idea  ·  Feb 8, 2016

2. Portfolio Reporting

   300 votes

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   24 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!

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   Matt Olsen commented  ·  Feb 4, 2016  ·  Delete…

   Why hasn't this been added yet?

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   Matt Olsen supported this idea  ·  Feb 4, 2016

3. Account Nickname

   47 votes

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   3 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  Redtail Development Team responded

   This 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!

   Matt Olsen supported this idea  ·  Feb 4, 2016