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1. Include Trusts in the Family Portfolio Value

   258 votes

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   25 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!

2. I need additional Mail Merge Fields

   548 votes

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   82 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Rosalyn Davis supported this idea  ·  Jun 10, 2016

3. When creating new activity, give users the option to make the "more details page" the default.

   803 votes

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   65 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

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   Rosalyn Davis commented  ·  Sep 23, 2015  ·  Delete…

   I agree.

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   Rosalyn Davis commented  ·  Sep 23, 2015  ·  Delete…

   Much needed enhancement to this feature. Great idea!

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   Rosalyn Davis supported this idea  ·  Sep 23, 2015