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10 results found

1. Add Additional Fields to the Client Review Section

   345 votes

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   17 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!

   Shayne supported this idea  ·  October 31, 2022

2. Workflow Flow Chart

   346 votes

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   28 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!

   Shayne supported this idea  ·  October 31, 2022

3. UDFs should be able to be used in the advanced search feature.

   409 votes

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   19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   Shayne supported this idea  ·  October 31, 2022

4. Customize Personal Profile Form

   462 votes

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   40 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!

   Shayne supported this idea  ·  October 31, 2022

5. Add more fields under beneficiaries

   489 votes

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   14 comments  ·  Redtail CRM » Accounts  ·  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!

   Shayne supported this idea  ·  October 31, 2022

6. Age Based Triggers

   842 votes

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   25 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!

   Shayne supported this idea  ·  October 31, 2022

7. Active Contact Age Demographics

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Shayne shared this idea  ·  October 31, 2022

8. Notification when ID expires

   114 votes

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   7 comments  ·  Redtail CRM » Alerts and Warnings  ·  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!

   Shayne supported this idea  ·  January 18, 2021

9. What generation is the client from? Baby Boomer, Millennial?

   1 vote

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   0 comments  ·  Redtail CRM » Contact Record  ·  Edit…  ·  Delete…  ·  Admin →
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   Shayne shared this idea  ·  January 13, 2021

10. Calendar Blocking

    124 votes

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    7 comments  ·  Redtail CRM » Know Your Client  ·  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!

    Shayne supported this idea  ·  October 31, 2022
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    Shayne commented  ·  October 18, 2011  ·  Delete…

    Please add the request that we are able to see a bar across multiple dates (just like in Outlook)

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