My feedback

4 results found

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

   1,271 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!

   Thomas supported this idea  ·  Jul 11, 2013

2. Portfolio Reporting

   297 votes

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   24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   An error occurred while saving the comment
   Thomas commented  ·  Mar 27, 2013  ·  Delete…

   would like to have an Insurance Summary report that would include fields of primary insured:

   Coverage type/coverage plan/benefit effective/payment frequency/coverage cash value/surrender value

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   Thomas supported this idea  ·  Mar 27, 2013

3. RMD Value & Information section

   1,963 votes

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   95 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!

   Thomas supported this idea  ·  Dec 19, 2012

4. Laserapp - Memberships

   463 votes

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   45 comments  ·  Redtail CRM » Integrations  ·  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!

   Thomas supported this idea  ·  Aug 31, 2012