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43 results found

1. link workflow task to activity

   46 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  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  ·  Jan 6, 2026

2. Automation link/ create Opportunity

   19 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Cheung Chan supported this idea  ·  Jan 6, 2026

3. Connect Activities & Notes to an Opportunity

   69 votes

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   2 comments  ·  Redtail CRM » Opportunities  ·  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  ·  Jan 6, 2026

4. Create an Activity from the Opportunity Tracker

   275 votes

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   25 comments  ·  Redtail CRM » Opportunities  ·  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  ·  Jan 6, 2026

5. Link an already created note to an Opportunity

   6 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Cheung Chan supported this idea  ·  Jan 6, 2026

6. recurring opportunity

   29 votes

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   2 comments  ·  Redtail CRM » Opportunities  ·  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  ·  Jan 6, 2026

7. Contact Record Opportunities

   69 votes

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   2 comments  ·  Redtail CRM » Opportunities  ·  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  ·  Jan 6, 2026

8. Opportunities should have at least 3 date fields

   141 votes

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   7 comments  ·  Redtail CRM » Opportunities  ·  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  ·  Jan 6, 2026

9. opportunity filter

   97 votes

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   5 comments  ·  Redtail CRM » Opportunities  ·  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  ·  Jan 6, 2026

10. Opportunities on RT Calendar

    72 votes

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    5 comments  ·  Redtail CRM » Opportunities  ·  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  ·  Jan 6, 2026

11. can we get opportunities to link with activities and accounts

    21 votes

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    1 comment  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Cheung Chan supported this idea  ·  May 14, 2025

12. Servicing Advisor = Advisor Role

    79 votes

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    4 comments  ·  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!

    Cheung Chan supported this idea  ·  Mar 27, 2025

13. Add Contact Roles as options for Custom Exports

    33 votes

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    0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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    Cheung Chan supported this idea  ·  Mar 27, 2025

14. Client Profile Sheet/ PDF Report

    11 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

15. 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

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

    942 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

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

    17 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

18. 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

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

    17 votes

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

20. 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