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22 results found

1. RMD Value & Information section

   1,964 votes

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   95 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!

   Joan Runke supported this idea  ·  Apr 16, 2013

2. Laser App - Head of House info populate for spouse

   166 votes

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   15 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!

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   Joan Runke commented  ·  Feb 12, 2013  ·  Delete…

   Suzanne Rodriguez, I think it is strange. I get only the name and address, but not state id, phone number etc.

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   Joan Runke supported this idea  ·  Feb 7, 2013
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   Joan Runke commented  ·  Feb 7, 2013  ·  Delete…

   When exporting to Laser Apps, it exports the head of household's address etc. But when exporting a spouse or other family member, it only exports the name and you have to manually type in the address, phone number etc. Please correct this so that it will export all the same info for members of the same household.

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