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20 results found

1. Show note comments on timeline

   328 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!

   Jenny Bartz supported this idea  ·  Jun 29, 2021

2. When searching text in notes, search comments as well.

   99 votes

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   9 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!

   Jenny Bartz supported this idea  ·  Jun 29, 2021

3. make comments and linked documents part of the notes search

   34 votes

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   0 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!

   Jenny Bartz supported this idea  ·  Jun 29, 2021

4. notes comments should be viewable on the notes screen without having to click on them

   50 votes

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   3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Jenny Bartz supported this idea  ·  Jun 29, 2021

5. Contacts > Notes > Comments Notification

   119 votes

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   11 comments  ·  Redtail CRM » Notifications  ·  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!

   Jenny Bartz supported this idea  ·  Jun 29, 2021

6. CRS

   23 votes

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   1 comment  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Jenny Bartz supported this idea  ·  Mar 5, 2021

7. Add Latest CRS Delivery to the Know Your Client Tab

   78 votes

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   3 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Jenny Bartz supported this idea  ·  Mar 5, 2021

8. Form CRS Tracking at the Contact Level instead of Account Level

   54 votes

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   2 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Jenny Bartz supported this idea  ·  Mar 5, 2021

9. Multiple Entries for Form CRS for documentation

   15 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Jenny Bartz supported this idea  ·  Mar 5, 2021

10. Written Agreements Review Addtions

    23 votes

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    2 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Jenny Bartz supported this idea  ·  Mar 5, 2021

11. written agreement area be editable

    13 votes

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    0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Jenny Bartz supported this idea  ·  Mar 5, 2021

12. CUSTOM EXPORT TEMPLATE

    17 votes

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    0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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    Jenny Bartz shared this idea  ·  Dec 11, 2020

13. need all fields available to select from for custom reporting

    925 votes

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    83 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!

14. Add the "Is Head of Household" field to Custom Export Template

    22 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!

15. Custom export template family relationship

    13 votes

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    0 comments  ·  Redtail CRM » Custom Exports  ·  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!

16. List Management: Bulk Delete

    19 votes

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    3 comments  ·  Redtail CRM » Bulk Actions  ·  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!

17. Activity Description Color Coding

    78 votes

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    4 comments  ·  Redtail CRM » Activities  ·  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!

    Jenny Bartz supported this idea  ·  Sep 3, 2019

18. Full date display for activities

    62 votes

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    7 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Jenny Bartz supported this idea  ·  Apr 12, 2017

19. Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

    87 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!

    Jenny Bartz shared this idea  ·  Jan 30, 2017

20. I need additional Mail Merge Fields

    542 votes

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    80 comments  ·  Redtail CRM » Bulk Actions  ·  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!

    Jenny Bartz supported this idea  ·  Jan 30, 2017
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    Jenny Bartz commented  ·  Jan 30, 2017  ·  Delete…

    Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

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