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10 results found

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

   1,345 votes

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   68 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!

   Julie Devisser supported this idea  ·  May 28, 2019

2. Workflow Complete Triggers Additional Workflow

   271 votes

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   6 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!

   Julie Devisser supported this idea  ·  May 28, 2019

3. Display memberships on the front page of the contact record.

   417 votes

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   22 comments  ·  Redtail CRM » Memberships  ·  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!

   Julie Devisser supported this idea  ·  Feb 11, 2017

4. Option to view all activities

   383 votes

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   22 comments  ·  Redtail CRM » Activities  ·  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!

   Julie Devisser supported this idea  ·  Feb 10, 2017

5. 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!

   Julie Devisser supported this idea  ·  Feb 9, 2017

6. When creating new activity, give users the option to make the "more details page" the default.

   765 votes

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   65 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Julie Devisser supported this idea  ·  Aug 11, 2015

7. Make it possible to change a client's next review date without changing first review date!

   564 votes

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   34 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!

   Julie Devisser supported this idea  ·  Aug 4, 2015

8. add a designated beneficiary area for beneficiary information.

   108 votes

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   1 comment  ·  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!

   Julie Devisser supported this idea  ·  Aug 4, 2015

9. Permission Folders

   469 votes

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   35 comments  ·  Redtail Imaging » Files/ Folders  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   
   

   Julie Devisser supported this idea  ·  Aug 4, 2015

10. Allow Tasks to be moved between workflow Steps

    593 votes

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    40 comments  ·  Redtail CRM » Workflows  ·  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!

    Julie Devisser supported this idea  ·  Aug 4, 2015