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23 results found

1. Address Updates

   28 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!

   Martin Allen supported this idea  ·  September 13, 2023

2. Home address vs. other preferred mailing address

   40 votes

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   0 comments  ·  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!

   Martin Allen supported this idea  ·  September 13, 2023

3. Calendar Integration with Calendly

   50 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  June 22, 2021

4. email reporting

   238 votes

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   10 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

   Martin Allen supported this idea  ·  June 22, 2021

5. Add ability to search email *content,* not just subject lines

   97 votes

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   11 comments  ·  Redtail CRM » Email  ·  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!

   Martin Allen supported this idea  ·  November 30, 2020

6. Link email to notes/activities

   628 votes

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   24 comments  ·  Redtail CRM » Email  ·  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!

   Martin Allen supported this idea  ·  November 30, 2020

7. Pull in both spouses' email addresses with email templates

   12 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  November 30, 2020

8. Linking and emails

   32 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  November 30, 2020

9. Provide archiving rules and exemptions with compliance filtering

   12 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  November 30, 2020

10. Include CSA in Contact Details (along side Writing Advisor and Servicing Advisor)

    22 votes

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    2 comments  ·  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!

    Martin Allen supported this idea  ·  June 17, 2020

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

    765 votes

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    65 comments  ·  Redtail CRM » Activities  ·  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!

    Martin Allen supported this idea  ·  March 10, 2020

12. Tracking maiden names and name changes.

    174 votes

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    9 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Martin Allen supported this idea  ·  November 14, 2019

13. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    420 votes

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    29 comments  ·  Redtail CRM » Notes  ·  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!

    Martin Allen supported this idea  ·  November 14, 2019

14. E-mail notifications for comments on existing notes

    391 votes

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    33 comments  ·  Redtail CRM » Notifications  ·  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!

    Martin Allen supported this idea  ·  November 14, 2019

15. Make it possible to change a client's next review date without changing first review date!

    564 votes

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    34 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Martin Allen supported this idea  ·  November 14, 2019

16. I need additional Mail Merge Fields

    542 votes

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    78 comments  ·  Redtail CRM » Bulk Actions  ·  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!

    Martin Allen supported this idea  ·  August 13, 2019

17. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes

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    65 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Martin Allen supported this idea  ·  August 13, 2019

18. Allow Customization of the Know Your Client Tab

    138 votes

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    6 comments  ·  Redtail CRM » Know Your Client  ·  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!

    Martin Allen supported this idea  ·  August 13, 2019

19. RMD Value & Information section

    1,924 votes

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    94 comments  ·  Redtail CRM » Accounts  ·  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!

    Martin Allen supported this idea  ·  August 13, 2019

20. Workflow Complete Triggers Additional Workflow

    271 votes

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    6 comments  ·  Redtail CRM » Automations  ·  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!

    Martin Allen supported this idea  ·  August 13, 2019