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1. Account Information

   25 votes

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   2 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!

   Rebecca supported this idea  ·  Jul 20, 2021

2. Searching Departments in Business Records

   182 votes

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   22 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!

   Rebecca supported this idea  ·  Apr 25, 2017

3. add a designated beneficiary area for beneficiary information.

   114 votes

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   1 comment  ·  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!

   Rebecca supported this idea  ·  Apr 20, 2017

4. Please make All Account fields available on Custom Export Templates

   76 votes

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   5 comments  ·  Redtail CRM » Custom Exports  ·  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
   Rebecca commented  ·  Apr 20, 2017  ·  Delete…

   Beneficiary Report or in custom reports add ALL information that one enters into Redtail for accounts.

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   Rebecca supported this idea  ·  Apr 20, 2017