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1. 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!

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   TJ Bryson commented  ·  Jan 10, 2024  ·  Delete…

   I hope this will be visited again soon as there are comments from 2013... 2016... 2017... 2020... Any export feature for beneficiaries at this point would be great!

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   TJ Bryson supported this idea  ·  Jan 10, 2024

2. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

   78 votes

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   Received  ·  9 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   TJ Bryson supported this idea  ·  Oct 26, 2022

3. Report that will run last Client Review date

   59 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!

   TJ Bryson supported this idea  ·  Sep 21, 2022

4. Change First Review to Last Review under Client Review

   452 votes

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   29 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!

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   TJ Bryson commented  ·  Mar 31, 2022  ·  Delete…

   Are there any updates on adding this feature?

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   TJ Bryson supported this idea  ·  Mar 31, 2022

5. DST Vision Integration

   110 votes

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   6 comments  ·  Redtail CRM » Integrations  ·  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!

   An error occurred while saving the comment
   TJ Bryson commented  ·  Dec 14, 2021  ·  Delete…

   This would be an awesome addition!

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   TJ Bryson supported this idea  ·  Dec 14, 2021