Jess

My feedback

27 results found

1. Client Review Report

   102 votes

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   3 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!

   Jess supported this idea  ·  Mar 11, 2025

2. RMD Information/Log

   24 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Jess shared this idea  ·  Oct 27, 2022

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

   2,305 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!

   Jess supported this idea  ·  Jun 23, 2021

4. 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!

   Jess supported this idea  ·  Mar 10, 2022

5. RMD Value & Information section

   1,996 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!

   Jess supported this idea  ·  Mar 10, 2022

6. Adding RMD INFO. Tab - nexto Misc Client Info

   32 votes

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   2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Jess supported this idea  ·  Mar 10, 2022

7. Relationship between households

   85 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Jess supported this idea  ·  Mar 10, 2022

8. Allow clients to self-schedule appointments directly through Redtail

   87 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Jess supported this idea  ·  Mar 10, 2022

9. link workflow task to activity

   49 votes

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   0 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!

   Jess supported this idea  ·  Mar 10, 2022

10. Add Opportunities as an Automation Trigger Event

    38 votes

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    1 comment  ·  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!

    Jess supported this idea  ·  Mar 10, 2022

11. Client Review Reminder

    79 votes

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    1 comment  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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    Jess supported this idea  ·  Nov 4, 2021

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

    115 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!

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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!

    Jess supported this idea  ·  Nov 4, 2021

13. Client Review - it would be helpful to be able to add the "last review date"

    82 votes

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    1 comment  ·  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!

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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!

    Jess supported this idea  ·  Nov 4, 2021

14. 'Complete' Client Reviews

    36 votes

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    0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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    Jess supported this idea  ·  Nov 4, 2021

15. NEXT REVIEW

    28 votes

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    0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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    Jess supported this idea  ·  Nov 4, 2021

16. Option to Automatically Generate a Next Review Date based on COMPLETION of previous Review

    28 votes

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    0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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    Jess supported this idea  ·  Nov 4, 2021

17. RE: Next Review Date. Please enable us to put a future date not based on any previous review date and put it back to the way it used to be.

    22 votes

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    0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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    Jess supported this idea  ·  Nov 4, 2021

18. client review

    62 votes

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    2 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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    Jess supported this idea  ·  Nov 4, 2021

19. review date

    14 votes

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    0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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    Jess supported this idea  ·  Nov 4, 2021

20. add mobile phone as a field in mail merge

    59 votes

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    4 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!

    Jess supported this idea  ·  Jul 9, 2021