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

   75 votes

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   3 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Brian Sedlachek supported this idea  ·  June 05, 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  ·  June 05, 2020

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

   73 votes

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   4 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  ·  March 01, 2017

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

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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  ·  July 12, 2016  ·  Delete…

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

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   Brian Sedlachek supported this idea  ·  July 12, 2016
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   Brian Sedlachek commented  ·  July 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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