Anonymous
My feedback
14 results found
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38 votes
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!
Anonymous
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19 votesAnonymous
supported this idea
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333 votes
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!
Anonymous
supported this idea
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36 votes
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!
Anonymous
supported this idea
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135 votes
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!
Anonymous
supported this idea
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46 votes
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!
Anonymous
supported this idea
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122 votes
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!
Anonymous
supported this idea
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7 votes
An error occurred while saving the comment -
21 votes
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!
Anonymous
supported this idea
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12 votes
An error occurred while saving the comment Anonymous
commented
You don't have to make its own type -- just have them mapped to type: "Email Sent"
then we can use the note filters..... that would make the most commons sense and be the easiest to implementAnonymous
supported this idea
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262 votes
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!
Anonymous
supported this idea
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248 votes
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!
An error occurred while saving the comment Anonymous
commented
I would be happy with either option -- allow the trust to be linked in family or memberships
the fact that you cannot relate a trust with a contact is very troubling - reason why the trust is in separate record is because its tax id is different than the social security of the contact but we need to figure out a way to link them - I personally think memberships is the way to go rather than family so you don't mess with the family name / HOH etc. -
78 votes
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!
Anonymous
supported this idea
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17 votes
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 Anonymous
commented
is there currently an integration with a vendor like pitneybowes or endicia to send the address to their software to print labels and stamps?
FMG already does this - this feature already exists