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5 results found

1. Entity Name as an option on Custom Export

   6 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Dawnielle Brownell shared this idea  ·  March 04, 2021

2. Entity as own family/household for client relationship count purposes

   31 votes

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   1 comment  ·  Redtail CRM » Family  ·  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!

   Dawnielle Brownell supported this idea  ·  March 04, 2021

3. Allow the option to choose Family Category or Group Category

   6 votes

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   0 comments  ·  Redtail CRM » Family  ·  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!

   Dawnielle Brownell supported this idea  ·  March 04, 2021

4. Add section for Original Depositor Information

   7 votes

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   0 comments  ·  Redtail CRM » Family  ·  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!

   Dawnielle Brownell supported this idea  ·  March 04, 2021

5. Household/Family

   20 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Dawnielle Brownell supported this idea  ·  March 04, 2021