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37 results found

1. Creating an Activity Should Send ONE Notification

   50 votes

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   3 comments  ·  Redtail CRM » Activities  ·  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!

   Jenn supported this idea  ·  Aug 23, 2021

2. Ability for team members to see when someone is working on a task

   41 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Jenn supported this idea  ·  Aug 23, 2021

3. Organize task list

   69 votes

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   3 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!

   Jenn supported this idea  ·  Aug 23, 2021

4. Task list

   102 votes

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   6 comments  ·  Redtail CRM » Calendar  ·  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!

   Jenn supported this idea  ·  Aug 23, 2021

5. Assiging multiple users to a task/activity

   31 votes

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   1 comment  ·  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!

   Jenn supported this idea  ·  Aug 23, 2021

6. Customize Dashboard

   38 votes

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   3 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!

   Jenn supported this idea  ·  Aug 19, 2021

7. Client Review Revamp!!

   63 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Jenn supported this idea  ·  Aug 10, 2021

8. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

   1,271 votes

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   65 comments  ·  Redtail CRM » Client Reviews  ·  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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   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!

   Jenn supported this idea  ·  Aug 10, 2021

9. Make it possible to change a client's next review date without changing first review date!

   570 votes

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   35 comments  ·  Redtail CRM » Client Reviews  ·  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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   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!

   Jenn supported this idea  ·  Aug 10, 2021

10. Add Additional Fields to the Client Review Section

    348 votes

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    18 comments  ·  Redtail CRM » Client Reviews  ·  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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    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!

    Jenn supported this idea  ·  Aug 10, 2021

11. Review Tab

    52 votes

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    0 comments  ·  Redtail CRM » Client Reviews  ·  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!

    We're glad you're here

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    Close

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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!

    Jenn supported this idea  ·  Aug 10, 2021

12. Family Report

    13 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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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    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!

    Jenn supported this idea  ·  Aug 9, 2021

13. Family names

    33 votes

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    0 comments  ·  Redtail CRM » Other  ·  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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    Jenn supported this idea  ·  Aug 9, 2021

14. UDF's at Household Level

    33 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Jenn shared this idea  ·  Aug 3, 2021

15. Have Household Keywords

    36 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!

    Jenn supported this idea  ·  Aug 3, 2021

16. Household

    74 votes

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    0 comments  ·  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!

    We're glad you're here

    Please sign in to leave feedback

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    Close

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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!

    Jenn supported this idea  ·  Aug 3, 2021

17. Servicing Advisor = Advisor Role

    73 votes

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    4 comments  ·  Redtail CRM » Contact Record  ·  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!

    We're glad you're here

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    Close

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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!

    Jenn supported this idea  ·  Jul 30, 2021