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1. Household

   74 votes

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   0 comments  ·  Redtail CRM » Family  ·  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!

   Sheila Peress supported this idea  ·  Aug 30, 2021

2. Household Documents

   23 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Sheila Peress supported this idea  ·  Aug 30, 2021

3. Age Based Triggers

   861 votes

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   26 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!

4. Create a Client Review at the Household Level

   114 votes

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   6 comments  ·  Redtail CRM » Client Reviews  ·  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!

   An error occurred while saving the comment
   Sheila Peress commented  ·  Jun 10, 2016  ·  Delete…

   more than 90 % spouses come together to the same review. Therefore, there should be a way that the review date info and activities appear on both profile at the same time. Do it the same way you handle how assets can show.

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   Sheila Peress supported this idea  ·  Jun 10, 2016