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1. Documents

   192 votes

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   18 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!

   Kristin supported this idea  ·  Sep 29, 2014

2. Please add Memberships to the Profile Form

   146 votes

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   15 comments  ·  Redtail CRM » Know Your Client  ·  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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   Kristin commented  ·  Sep 29, 2014  ·  Delete…

   It would be nice to be able to generate a client's memberships in either a custom report or the Personal Profile.

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   Kristin supported this idea  ·  Sep 29, 2014