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29 results found

1. Outcome of one workflow feed into another workflow

   494 votes

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   21 comments  ·  Redtail CRM » Automations  ·  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!

   Eric Somsel supported this idea  ·  March 01, 2023

2. Pin a note feature

   21 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Eric Somsel supported this idea  ·  March 01, 2023

3. Pin a note at the same time you create it

   48 votes

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   3 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!

   Eric Somsel supported this idea  ·  March 01, 2023

4. Workflow Flow Chart

   346 votes

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   28 comments  ·  Redtail CRM » Workflows  ·  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!

   Eric Somsel supported this idea  ·  April 04, 2022

5. Dynamic Workflow Due Dates

   364 votes

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   15 comments  ·  Redtail CRM » Workflows  ·  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!

   Eric Somsel supported this idea  ·  April 04, 2022

6. Add Revenue to the Opportunities dashboard and reports

   379 votes

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   42 comments  ·  Redtail CRM » Opportunities  ·  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!

   Eric Somsel supported this idea  ·  April 04, 2022

7. Change First Review to Last Review under Client Review

   437 votes

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   27 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Eric Somsel supported this idea  ·  April 04, 2022

8. Allow Tasks to be moved between workflow Steps

   593 votes

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   40 comments  ·  Redtail CRM » Workflows  ·  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!

   Eric Somsel supported this idea  ·  April 04, 2022

9. Link email to notes/activities

   628 votes

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   24 comments  ·  Redtail CRM » Email  ·  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!

   Eric Somsel supported this idea  ·  April 04, 2022

10. priority list

    45 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Eric Somsel supported this idea  ·  April 04, 2022

11. beneficiary

    20 votes

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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Eric Somsel supported this idea  ·  April 04, 2022

12. checklist

    114 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Eric Somsel supported this idea  ·  April 04, 2022

13. Add fields to comply with the "know your client" FINRA requirements

    142 votes

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    10 comments  ·  Redtail CRM » Know Your Client  ·  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!

    Eric Somsel supported this idea  ·  January 03, 2022

14. Calendly Integration

    195 votes

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    11 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!

    Eric Somsel supported this idea  ·  January 03, 2022

15. Trusted Contact

    175 votes

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    13 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!

    Eric Somsel supported this idea  ·  January 03, 2022

16. Note Category - Ability to select more than one category for a note

    160 votes

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    6 comments  ·  Redtail CRM » Notes  ·  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!

    Eric Somsel supported this idea  ·  January 03, 2022

17. Tracking maiden names and name changes.

    174 votes

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    9 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!

    Eric Somsel supported this idea  ·  January 03, 2022

18. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes

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    32 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!

    Eric Somsel supported this idea  ·  January 03, 2022

19. Add a recurring revenue field to opportunities.

    24 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Eric Somsel supported this idea  ·  January 03, 2022

20. Activity task and category autofill when typing

    27 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Eric Somsel supported this idea  ·  January 03, 2022