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1. Add Latest CRS Delivery to the Know Your Client Tab

   78 votes

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   3 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Brian Sedlachek supported this idea  ·  Jun 5, 2020

2. comment on completed Workflow steps

   11 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  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!

   Brian Sedlachek shared this idea  ·  Jun 5, 2020

3. 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!

   Brian Sedlachek shared this idea  ·  Mar 1, 2017

4. need all fields available to select from for custom reporting

   925 votes

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   83 comments  ·  Redtail CRM » Custom Exports  ·  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!

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   Brian Sedlachek commented  ·  Jul 12, 2016  ·  Delete…

   Yes....Please make Account UDF's availble on Custom Exports.

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   Brian Sedlachek supported this idea  ·  Jul 12, 2016
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   Brian Sedlachek commented  ·  Jul 10, 2016  ·  Delete…

   Under Custom Export Template and then Spouse Details can you please add Spouse Age as an option to display in a custom export.

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