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1. Portfolio Reporting

   300 votes

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

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   Todd Talbot commented  ·  Dec 1, 2021  ·  Delete…

   Additionally, the a UDF or a comment line should be added so general comments can be made about the policy (perhaps the purpose, dividend option selected, etc.)

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   Todd Talbot supported this idea  ·  Dec 1, 2021

2. Make ALL Fields Searchable in the Advanced Search

   218 votes

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   13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   Todd Talbot supported this idea  ·  Nov 25, 2021

3. More automation triggers

   33 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Todd Talbot supported this idea  ·  Nov 25, 2021