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9 results found

1. Report that will run last Client Review date

   65 votes

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   2 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!

   Christina Zyla supported this idea  ·  Oct 16, 2025

2. Client Review - it would be helpful to be able to add the "last review date"

   75 votes

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   1 comment  ·  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!

   Christina Zyla supported this idea  ·  Oct 16, 2025

3. Add documents to a contact record from the mobile app

   16 votes

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   1 comment  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

   Christina Zyla supported this idea  ·  Nov 2, 2023

4. udfs mobile

   9 votes

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   0 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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   Christina Zyla supported this idea  ·  Nov 2, 2023

5. Pinned note(s) show first on main Contact Screen Note Box

   176 votes

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   6 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!

   Christina Zyla supported this idea  ·  Jan 19, 2023

6. Beneficiary Report

   107 votes

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   11 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!

   Christina Zyla supported this idea  ·  Jul 28, 2022

7. add a designated beneficiary area for beneficiary information.

   121 votes

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   1 comment  ·  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!

   Christina Zyla supported this idea  ·  Jul 28, 2022

8. beneficiary data

   20 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Christina Zyla supported this idea  ·  Jul 28, 2022

9. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

   184 votes

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   22 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!

   Christina Zyla shared this idea  ·  Apr 27, 2017