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1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

   1,374 votes

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   71 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!

   MS supported this idea  ·  Jul 26, 2016

2. License Type Database List

   44 votes

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   8 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!

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   MS commented  ·  Jul 22, 2016  ·  Delete…

   I suggest adding the ability to create different types of licenses and credentials for contacts (i.e. CFP, CFA etc.). This is currently limited to FINRA licenses only.

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   MS supported this idea  ·  Jul 22, 2016