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

   102 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!

2. Allow Tasks to be moved between workflow Steps

   599 votes

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   40 comments  ·  Redtail CRM » Workflows  ·  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!

   Jennifer Falb supported this idea  ·  Jul 12, 2016

3. Portfolio Reporting

   297 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!

   An error occurred while saving the comment
   Jennifer Falb commented  ·  Dec 31, 2014  ·  Delete…

   In reviewing the “Account Reports”, there isn’t much difference between the Portfolio Summary and Portfolio Detail reports. Is it possible to make the Portfolio Detail report truly detailed as the name implies? For example, can it include the following:

   • Account Number – Already in report
   • Company – Already in report
   • Product – Already in report
   • Type – Already in report
   • Issued On – Already in report
   • Owner – Already in report
   • Insured - Needed
   • Status – Needed
   • Coverage Amount – Needed
   • Annual Premium – Needed
   • Renewal Date – Needed
   • Beneficiary Name and Percentage – Needed
   • Cash Value – Needed
   • Face Value – Needed
   • Surrender Value – Needed
   • Account Notes - Needed

   The Custom Export is not a report. It is just an Excel Spreadsheet.

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   Jennifer Falb supported this idea  ·  Dec 31, 2014