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1. Add COMMENTS to NOTES on Today tab

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Jenny Bartz supported this idea  ·  June 29, 2021

2. Show note comments on timeline

   322 votes

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   9 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  ·  June 29, 2021

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

   90 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  ·  June 29, 2021

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

   30 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  ·  June 29, 2021

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

   35 votes

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

6. Contacts > Notes > Comments Notification

   101 votes

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   8 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  ·  June 29, 2021

7. CRS

   33 votes

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   3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Jenny Bartz supported this idea  ·  March 05, 2021

8. Form CRS Delivery Documentation

   97 votes

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   7 comments  ·  Redtail CRM » Accounts  ·  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  ·  March 05, 2021

9. CRS

   20 votes

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   1 comment  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Jenny Bartz supported this idea  ·  March 05, 2021

10. CRS FORM

    15 votes

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    3 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Jenny Bartz supported this idea  ·  March 05, 2021

11. Reg BI, CRS, etc.

    23 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Jenny Bartz supported this idea  ·  March 05, 2021

12. CRS Tracking/Report

    15 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Jenny Bartz supported this idea  ·  March 05, 2021

13. Best Interest (CRS) Dates

    20 votes

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    1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Jenny Bartz supported this idea  ·  March 05, 2021

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

    72 votes

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    3 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Jenny Bartz supported this idea  ·  March 05, 2021

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

    48 votes

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    2 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Jenny Bartz supported this idea  ·  March 05, 2021

16. Creation of Report to report on Best Interest (CRS) Dates

    24 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Jenny Bartz supported this idea  ·  March 05, 2021

17. Multiple Entries for Form CRS for documentation

    9 votes

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    0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Jenny Bartz supported this idea  ·  March 05, 2021

18. No place to enter CRS date for Prospect (with no accounts)

    19 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Jenny Bartz supported this idea  ·  March 05, 2021

19. 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  ·  March 05, 2021

20. Fiduciary Client Summary Report only pulls for Tax Qualified Accounts - CRS Tracking

    10 votes

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    1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Jenny Bartz supported this idea  ·  March 05, 2021