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39 results found

1. RMD Information/Log

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

2. Would like to see beneficiary, or inherited IRAs, included in the RMD report, to make sure these clients' RMDs are not overlooked..

   42 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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  ·  Oct 27, 2022

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

   1,232 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!

   Jess supported this idea  ·  Mar 10, 2022

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

   1,329 votes

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   68 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. Allow Color Coding on the Calendar by Advisor/Employee

   1,709 votes

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   138 comments  ·  Redtail CRM » Calendar  ·  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. RMD Value & Information section

   1,915 votes

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   94 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

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

   26 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

8. Relationship between households

   73 votes

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

9. Adding Deceased's information on Account page for Bene IRA Profile

   33 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Jess supported this idea  ·  Mar 10, 2022

10. Revert to old workflows - new design HORRIBLE and NON FUNCTIONAL

    61 votes

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    3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Jess supported this idea  ·  Mar 10, 2022

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

    84 votes

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

12. Integrate With FMG Emails

    7 votes

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

13. link workflow task to activity

    39 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

14. "Client Events"

    130 votes

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    1 comment  ·  Redtail CRM » Seminar  ·  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

15. Seminar cost

    31 votes

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    1 comment  ·  Redtail CRM » Seminar  ·  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

16. Add Opportunities as an Automation Trigger Event

    20 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

17. Household Address - Marketing Pro

    3 votes

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    0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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    Jess shared this idea  ·  Mar 10, 2022

18. Client Review Revamp!!

    60 votes

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    0 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!

    Jess supported this idea  ·  Nov 4, 2021

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

    100 votes

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

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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

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

    57 votes

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    1 comment  ·  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!

    Jess supported this idea  ·  Nov 4, 2021