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4 results found

1. Create a Client Review at the Household Level

   114 votes

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   6 comments  ·  Redtail CRM » Client Reviews  ·  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!

   John broderick supported this idea  ·  Nov 23, 2017

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

   789 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!

   An error occurred while saving the comment
   John broderick commented  ·  Mar 17, 2016  ·  Delete…

   it takes 4 clicks just to assign a task to someone. There should be a drop down menu with people in your office to assign task too

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   John broderick supported this idea  ·  Mar 17, 2016

3. RMD Value & Information section

   1,964 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!

   John broderick supported this idea  ·  Feb 24, 2016

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!

   John broderick supported this idea  ·  Mar 20, 2013