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10 results found

1. Mask PII (SSN, DOB, account numbers) from certain users

   30 votes

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   2 comments  ·  Redtail CRM » Settings & Preferences  ·  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!

   Joseph Hosler supported this idea  ·  Feb 1, 2023

2. Employer Switch to Former Employer

   33 votes

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   1 comment  ·  Redtail CRM » Memberships  ·  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!

   Joseph Hosler supported this idea  ·  Jul 21, 2022

3. Doc viewer within the CRM Doc Storage Page

   27 votes

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   1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Joseph Hosler supported this idea  ·  Jul 21, 2022

4. I feel that Memberships should be on the Front of the Contact Group page.

   27 votes

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   0 comments  ·  Redtail CRM » Memberships  ·  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!

   Joseph Hosler supported this idea  ·  Oct 8, 2021

5. Retriever and Outlook calendar - link to contact based on email address of invitee

   34 votes

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   0 comments  ·  Redtail CRM » Retriever Cloud  ·  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!

   Joseph Hosler supported this idea  ·  Oct 8, 2021

6. retriever cloud

   39 votes

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   6 comments  ·  Redtail CRM » Retriever Cloud  ·  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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   Joseph Hosler supported this idea  ·  Oct 8, 2021

7. Make the sub-Contact lists "movable"...especially Memberships

   22 votes

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   0 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!

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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!

   Joseph Hosler supported this idea  ·  Sep 22, 2021

8. Display memberships on the front page of the contact record.

   431 votes

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   22 comments  ·  Redtail CRM » Memberships  ·  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!

   Joseph Hosler supported this idea  ·  Sep 22, 2021

9. memberships

   127 votes

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   4 comments  ·  Redtail CRM » Memberships  ·  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!

   Joseph Hosler supported this idea  ·  Sep 22, 2021

10. Have the memberships tabs visualize connections in a social graph

    6 votes

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    0 comments  ·  Redtail CRM » Memberships  ·  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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    Joseph Hosler shared this idea  ·  Sep 22, 2021