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1. RMD Value & Information section

   1,973 votes

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   97 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!

   Anonymous supported this idea  ·  Jan 19, 2016

2. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

   242 votes

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   22 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!

   Anonymous shared this idea  ·  Jan 19, 2016

3. Laserapp - Memberships

   463 votes

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   45 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!

   Anonymous supported this idea  ·  Jan 14, 2016
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   Anonymous commented  ·  Jan 14, 2016  ·  Delete…

   Please Have memberships sent to LaserApp too for TailWag, we need the family to be pulled through and lots of times we have the children as clients so have to list them under their parents as members, but they are still the beneficiaries for the parents and need them to sync iwth laser app. to populate on forms.

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