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1. Account Information

   25 votes

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   2 comments  ·  Redtail CRM » Accounts  ·  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!

   Sarah Todtenhagen shared this idea  ·  May 15, 2017

2. Break out Income more so we can differenciate Earned Income, Social Security, Pension, and Other to align with reality of financial planning

   26 votes

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   0 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!

   Sarah Todtenhagen supported this idea  ·  May 15, 2017

3. Allow Tasks to be moved between workflow Steps

   599 votes

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   40 comments  ·  Redtail CRM » Workflows  ·  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!

   Sarah Todtenhagen supported this idea  ·  Nov 4, 2016

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

   1,371 votes

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   69 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!

   Sarah Todtenhagen supported this idea  ·  Mar 10, 2016