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1. Built-in document viewer

   89 votes

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   10 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!

   Anonymous supported this idea  ·  September 27, 2021

2. An account advanced search that allows exporting accounts and displays account instead of contacts.

   21 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  September 02, 2021

3. Activity Privacy Options- change default from Everyone or allow users to change default

   96 votes

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   8 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!

   Anonymous supported this idea  ·  February 23, 2021

4. Link more than two contacts as account owners

   20 votes

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   1 comment  ·  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!

   Anonymous supported this idea  ·  October 18, 2019

5. SHOW BENEFICIARY INFO IN CUSTOM REPORTS

   137 votes

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   8 comments  ·  Redtail CRM » Custom Exports  ·  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!

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   Anonymous commented  ·  August 02, 2018  ·  Delete…

   At least add the 3 beneficiary fields to the custom export report option so a bulk search can be made to see if any beneficiary fields are missing and needing updates. As in: Client, Account Company, Account Number, Beneficiaries, Primary/Contingent and %.

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