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1. In the family tree, the trust needs to able to be added as a bene.

   29 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!

   Russ Rybicki supported this idea  ·  September 29, 2021

2. I need to see clients trust accounts on their Contact page.

   78 votes

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   3 comments  ·  Redtail CRM » Accounts  ·  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!

   Russ Rybicki supported this idea  ·  September 29, 2021

3. Include Trusts in the Family Portfolio Value

   251 votes

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   24 comments  ·  Redtail CRM » Family  ·  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!

   Russ Rybicki supported this idea  ·  September 29, 2021

4. Household/Family

   25 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Russ Rybicki supported this idea  ·  September 29, 2021

5. Household Documents

   23 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Russ Rybicki supported this idea  ·  September 29, 2021

6. View activities by household

   27 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Russ Rybicki supported this idea  ·  September 29, 2021

7. Household Accounts

   36 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!

   Russ Rybicki supported this idea  ·  September 29, 2021

8. Household

   69 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   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!

   Russ Rybicki supported this idea  ·  September 29, 2021

9. Household

   43 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   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!

   Russ Rybicki supported this idea  ·  September 29, 2021

10. Linking Activities, Workflows, Notes, Documents, & Opportunities

    336 votes

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    14 comments  ·  Redtail CRM » Activities  ·  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!

    Russ Rybicki supported this idea  ·  September 29, 2021

11. Group accounts by household

    21 votes

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    1 comment  ·  Redtail CRM » Family  ·  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!

    An error occurred while saving the comment
    Russ Rybicki commented  ·  June 28, 2021  ·  Delete…

    Also, show a Total Value for the Asset in a Household.

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    Russ Rybicki supported this idea  ·  June 28, 2021

12. Have Household Keywords

    31 votes

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    0 comments  ·  Redtail CRM » Keywords  ·  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!

    Russ Rybicki supported this idea  ·  June 28, 2021