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4 results found

1. Option to automatically rollover activity

   1,242 votes

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   49 comments  ·  Redtail CRM » Activities  ·  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!

   Brett Sutherland supported this idea  ·  Jun 9, 2020

2. To Do List

   88 votes

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   1 comment  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Brett Sutherland supported this idea  ·  Jun 9, 2020

3. Workflow Task Display on the Today Page

   117 votes

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   4 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!

   Brett Sutherland supported this idea  ·  Jun 9, 2020

4. I need additional Mail Merge Fields

   545 votes

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   80 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!

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   Brett Sutherland commented  ·  Feb 15, 2012  ·  Delete…

   Additonally, it would be great if the user record had a disclaimer field that could be merged. We are in the same position of having multiple advisors who have different licenses. Therefore, their disclaimers are different. Currently we would have to have 12 different versions of the same document to address their differing disclosures.

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