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408 results found

1. Ability to Re-Organize Menu

   44 votes

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   2 comments  ·  Redtail CRM » Settings & Preferences  ·  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!

   Traci supported this idea  ·  Jun 18, 2019

2. Workflow Complete Triggers Additional Workflow

   282 votes

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   10 comments  ·  Redtail CRM » Automations  ·  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!

   Traci supported this idea  ·  Mar 20, 2018

3. If conditions true options in automation

   31 votes

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   0 comments  ·  Redtail CRM » Automations  ·  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!

   Traci supported this idea  ·  Feb 21, 2020

4. I need to see clients trust accounts on their Contact page.

   79 votes

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   4 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!

   Traci supported this idea  ·  Mar 20, 2019

5. Print Full Activity Details, Including Linked Notes

   27 votes

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   4 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!

   Traci supported this idea  ·  Mar 20, 2019

6. Portfolio Reporting

   303 votes

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   24 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!

   Traci supported this idea  ·  Jun 6, 2018

7. beneficiaries

   57 votes

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   5 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!

   Traci supported this idea  ·  Mar 20, 2019

8. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

   49 votes

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   2 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   Traci supported this idea  ·  Mar 20, 2019

9. Account Risk Tolerance and Time Horizon Fields

   292 votes

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   23 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!

   Traci supported this idea  ·  Mar 20, 2019

10. Add more fields under beneficiaries

    503 votes

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    15 comments  ·  Redtail CRM » Accounts  ·  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!

    Traci supported this idea  ·  Mar 20, 2019

11. Linked Notes - Notify User and Copy to Another Contact

    85 votes

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    5 comments  ·  Redtail CRM » Notes  ·  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!

    Traci supported this idea  ·  Mar 20, 2019

12. Expand Automation Options

    155 votes

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    7 comments  ·  Redtail CRM » Automations  ·  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!

    Traci supported this idea  ·  Mar 18, 2019

13. Outcome of one workflow feed into another workflow

    511 votes

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    21 comments  ·  Redtail CRM » Automations  ·  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!

    Traci supported this idea  ·  Mar 18, 2019

14. Trusted Contact Field on Contact Card

    65 votes

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    2 comments  ·  Redtail CRM » Contact Record  ·  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!

    Traci supported this idea  ·  Dec 28, 2018

15. Automation Workflow from Keyword

    74 votes

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    6 comments  ·  Redtail CRM » Automations  ·  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!

    Traci supported this idea  ·  Dec 18, 2018

16. Show note comments on timeline

    334 votes

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    10 comments  ·  Redtail CRM » Timeline  ·  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!

    Traci supported this idea  ·  Oct 17, 2018

17. Show the Details of the Actions done on the Timeline

    251 votes

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    14 comments  ·  Redtail CRM » Timeline  ·  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!

    Traci supported this idea  ·  Oct 17, 2018

18. To Do:

    34 votes

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    1 comment  ·  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!

19. custom export udf

    45 votes

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    0 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!

    Traci supported this idea  ·  Oct 2, 2018

20. Zendesk

    41 votes

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    2 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!

    Traci supported this idea  ·  Aug 2, 2018