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41 results found

1. Change First Review to Last Review under Client Review

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   29 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!

   Rick McCallister supported this idea  ·  Aug 13, 2024

2. Edit Notes

   166 votes

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   9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Apr 24, 2024

3. Audit History for Editing Notes

   9 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Jul 5, 2023

4. Please add ability to edit notes

   26 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Jul 5, 2023

5. Can comments become bolded and change to another color once a comment is added, perhaps RED?

   13 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Jul 5, 2023

6. Show Comments in the Notes

   20 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Jul 5, 2023

7. Option to view all activities

   389 votes

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   22 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!

   Rick McCallister supported this idea  ·  Aug 18, 2022

8. Link email to notes/activities

   657 votes

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   25 comments  ·  Redtail CRM » Email  ·  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!

   Rick McCallister supported this idea  ·  Aug 18, 2022

9. Autogenerated fields based on age criteria

   35 votes

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   0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Aug 18, 2022

10. checklist

    117 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Rick McCallister supported this idea  ·  Mar 24, 2022

11. UDF Report: More Filters

    7 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Rick McCallister shared this idea  ·  Mar 24, 2022

12. notes comments should be viewable on the notes screen without having to click on them

    50 votes

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    3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Rick McCallister supported this idea  ·  Feb 3, 2021

13. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes

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    4 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Rick McCallister supported this idea  ·  Feb 3, 2021

14. View activities by household

    28 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Rick McCallister supported this idea  ·  Aug 24, 2020

15. Add more fields under beneficiaries

    495 votes

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    15 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!

    Rick McCallister supported this idea  ·  Aug 6, 2020

16. Add Latest CRS Delivery to the Know Your Client Tab

    78 votes

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    3 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Rick McCallister supported this idea  ·  Jul 15, 2020

17. Documents

    192 votes

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    18 comments  ·  Redtail CRM » Documents  ·  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!

    Rick McCallister supported this idea  ·  Jul 15, 2020

18. DST Vision Integration

    110 votes

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    6 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!

    Rick McCallister supported this idea  ·  Apr 17, 2020

19. Meeting Agenda's

    134 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

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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!

20. Make a "this was a client review" check box in notes and activities

    106 votes

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    6 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

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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!

    Rick McCallister supported this idea  ·  Jan 21, 2020