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1. email reporting

   241 votes

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   10 comments  ·  Redtail CRM » Email  ·  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!

   Anonymous supported this idea  ·  Sep 16, 2014

2. Add columns to the Accounts Overview page

   73 votes

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   5 comments  ·  Redtail CRM » Know Your Client  ·  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  ·  Aug 25, 2014
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   Anonymous commented  ·  Aug 25, 2014  ·  Delete…

   Add the ability to customize columns, so we could add the "model/strategy" listing to see at a glance what model a particular portfolio was using

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