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16 results found

1. BCC email archive for client email history

   34 votes

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   2 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Emma Simmons supported this idea  ·  May 9, 2022

2. Enable Custom Columns on Today Screen - We Don't Use Location

   45 votes

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   1 comment  ·  Redtail CRM » Today's Overview  ·  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!

   Emma Simmons supported this idea  ·  Apr 26, 2022

3. Adding RMD INFO. Tab - nexto Misc Client Info

   26 votes

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   2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Emma Simmons supported this idea  ·  Feb 22, 2022

4. Relationship between households

   85 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Emma Simmons supported this idea  ·  Feb 22, 2022

5. Allow clients to self-schedule appointments directly through Redtail

   87 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Emma Simmons supported this idea  ·  Feb 22, 2022

6. Add a "Team" option when assigning new Tasks/Activities

   35 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Emma Simmons supported this idea  ·  Feb 7, 2022

7. checklist

   117 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Emma Simmons shared this idea  ·  Feb 7, 2022

8. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

   373 votes

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   13 comments  ·  Redtail CRM » Documents  ·  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!

   Emma Simmons supported this idea  ·  Feb 7, 2022

9. 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!

   Emma Simmons supported this idea  ·  Feb 7, 2022

10. Outcome of one workflow feed into another workflow

    500 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!

    Emma Simmons supported this idea  ·  Feb 7, 2022

11. Add an Estate Planning Tab

    103 votes

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    2 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!

    Emma Simmons supported this idea  ·  Feb 7, 2022

12. Activities - Linking Spouse/Significant other

    49 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Emma Simmons supported this idea  ·  Dec 16, 2021

13. Meeting Agenda's

    134 votes

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    1 comment  ·  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!

    Emma Simmons supported this idea  ·  Dec 16, 2021

14. Create activity from an email

    30 votes

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    1 comment  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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    Emma Simmons supported this idea  ·  Nov 16, 2021

15. Outlook 365 Integration

    66 votes

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    2 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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    Emma Simmons supported this idea  ·  Nov 16, 2021

16. activity from email, email from activity

    41 votes

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    2 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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    Emma Simmons commented  ·  Nov 16, 2021  ·  Delete…

    Yes! Please!!

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    Emma Simmons supported this idea  ·  Nov 16, 2021