Heidi Bringhurst

My feedback

22 results found

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

   2,298 votes

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   167 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!

   Heidi Bringhurst supported this idea  ·  Dec 16, 2015

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

   806 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!

   Heidi Bringhurst supported this idea  ·  Aug 1, 2017

3. Age Based Triggers

   886 votes

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   27 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!

   Heidi Bringhurst supported this idea  ·  May 16, 2016

4. Tracking maiden names and name changes.

   183 votes

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   9 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!

   Heidi Bringhurst supported this idea  ·  May 16, 2016

5. Add Clients by Region Mapping/Reporting

   225 votes

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   20 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!

   Heidi Bringhurst supported this idea  ·  May 16, 2016

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

   1,416 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!

   Heidi Bringhurst supported this idea  ·  May 16, 2016

7. Need a spot to add beneficiary info without creating beneficiary as a contact.

   214 votes

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   4 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!

   Heidi Bringhurst supported this idea  ·  May 16, 2016

8. Add documents to workflows!

   619 votes

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   32 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!

   Heidi Bringhurst supported this idea  ·  Mar 28, 2016

9. Show the Details of the Actions done on the Timeline

   251 votes

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   14 comments  ·  Redtail CRM » Timeline  ·  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!

   Heidi Bringhurst supported this idea  ·  Mar 28, 2016

10. RMD Value & Information section

    1,993 votes

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    98 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!

    Heidi Bringhurst supported this idea  ·  Feb 5, 2016

11. Allow Tasks to be moved between workflow Steps

    609 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!

    Heidi Bringhurst supported this idea  ·  Feb 5, 2016

12. Custom Trigger Events

    217 votes

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    18 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!

    Heidi Bringhurst supported this idea  ·  Dec 16, 2015

13. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    184 votes

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    22 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!

    Heidi Bringhurst supported this idea  ·  Dec 16, 2015

14. Make ALL Fields Searchable in the Advanced Search

    224 votes

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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

    Heidi Bringhurst supported this idea  ·  Dec 16, 2015

15. Triggers

    260 votes

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    12 comments  ·  Redtail CRM » Automations  ·  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!

    Heidi Bringhurst supported this idea  ·  Dec 16, 2015

16. add a workflow to bulk actions

    142 votes

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    12 comments  ·  Redtail CRM » Bulk Actions  ·  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!

    Heidi Bringhurst supported this idea  ·  Dec 16, 2015

17. Workflow email notification when current step due.

    48 votes

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    0 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!

    Heidi Bringhurst supported this idea  ·  Dec 16, 2015

18. Workflow Flow Chart

    356 votes

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    28 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!

    Heidi Bringhurst supported this idea  ·  Dec 16, 2015

19. Edit 'Outcomes' in Workflows tool

    162 votes

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    8 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!

    Heidi Bringhurst supported this idea  ·  Dec 16, 2015

20. Outcome of one workflow feed into another workflow

    511 votes

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    21 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!

    Heidi Bringhurst supported this idea  ·  Dec 16, 2015