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30 results found

1. Client Profile Sheet/ PDF Report

   9 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Cheung Chan supported this idea  ·  Oct 22, 2024

2. custom reports

   39 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Cheung Chan supported this idea  ·  Oct 22, 2024

3. need all fields available to select from for custom reporting

   925 votes

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   83 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Cheung Chan supported this idea  ·  Oct 22, 2024

4. custom report to PDF to show Client Account details and balance and withdrawals and RMD

   14 votes

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   0 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!

   Cheung Chan supported this idea  ·  Oct 22, 2024

5. Customized Reports exported to PDF

   61 votes

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   3 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Cheung Chan supported this idea  ·  Oct 22, 2024

6. Create option to "freeze" the 'all day' row

   14 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Cheung Chan supported this idea  ·  Oct 2, 2024

7. product type

   4 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Cheung Chan supported this idea  ·  Sep 11, 2024

8. Adding Additional Roles

   234 votes

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   19 comments  ·  Redtail CRM » Contact Record  ·  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!

   Cheung Chan supported this idea  ·  Aug 27, 2024

9. Notes/Activities Should Inherit Permissions of Contact

   4 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Cheung Chan supported this idea  ·  Aug 27, 2024

10. Keyword and Contact Card Placement

    6 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Cheung Chan supported this idea  ·  Aug 27, 2024

11. Roles & Permissions Changes & Customizations

    25 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Cheung Chan supported this idea  ·  Aug 27, 2024

12. Adding CSA to the clients contact details section, while maintaining writing and servicing advisors. Not just under roles and permissions.

    6 votes

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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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    Cheung Chan supported this idea  ·  Aug 27, 2024

13. Form CRS Tracking at the Contact Level instead of Account Level

    54 votes

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    2 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Cheung Chan supported this idea  ·  Jul 11, 2024

14. Multiple Entries for Form CRS for documentation

    15 votes

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    0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Cheung Chan supported this idea  ·  Jul 11, 2024

15. Client review section.Would like to see "next dates" Quarterly, Semi-annual and Annually

    36 votes

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    0 comments  ·  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!

    Cheung Chan supported this idea  ·  Dec 12, 2023

16. 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!

    Cheung Chan supported this idea  ·  Dec 12, 2023

17. Return to the top of the page when clicking on next page

    3 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Cheung Chan shared this idea  ·  Dec 12, 2023

18. Make a "this was a client review" check box in notes and activities

    106 votes

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    6 comments  ·  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!

    Cheung Chan supported this idea  ·  Oct 11, 2023

19. History of Client Reviews

    193 votes

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    9 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!

    Cheung Chan supported this idea  ·  Oct 11, 2023

20. track appointments only

    3 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Cheung Chan shared this idea  ·  Oct 11, 2023