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1. Financial Planning Tab in Clients

   24 votes

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   0 comments  ·  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!

   Anonymous supported this idea  ·  Feb 7, 2021

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

   1,407 votes

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   71 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!

   Anonymous supported this idea  ·  Jul 7, 2018

3. Trusted Contact

   198 votes

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   15 comments  ·  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!

   An error occurred while saving the comment
   Anonymous commented  ·  Mar 20, 2018  ·  Delete…

   Please have a trusted contact field and make it so it can sync to LaserApp please

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   Anonymous supported this idea  ·  Mar 20, 2018

4. RMD Value & Information section

   1,985 votes

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   98 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  ·  Nov 13, 2020
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   Anonymous commented  ·  Jun 16, 2016  ·  Delete…

   It would be nice in the account section to show RMD's on auto and another one for RMD's completed. Then when we run a report it will show those that are left.

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