Cheung Chan

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43 results found

1. Adding Additional Roles

   240 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

2. 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

3. 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

4. Roles & Permissions Changes & Customizations

   37 votes

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

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

   45 votes

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

6. 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

7. 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

8. 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

9. 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

10. 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

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

    112 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

12. History of Client Reviews

    299 votes

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    12 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!

    Cheung Chan supported this idea  ·  Oct 11, 2023

13. 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

14. Add roles to the main page for a contact

    210 votes

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    12 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  ·  Oct 9, 2023

15. uncomplete entire workflow

    132 votes

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    5 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  ·  Mar 16, 2023

16. Workflow automation to create Activities

    343 votes

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    10 comments  ·  Redtail CRM » Automations  ·  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  ·  Mar 16, 2023

17. Start and Complete Date for Activities Reports

    9 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Cheung Chan supported this idea  ·  Mar 16, 2023

18. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    76 votes

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    1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Cheung Chan supported this idea  ·  Feb 3, 2023

19. Be able to Archive an entire file.

    38 votes

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    4 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Cheung Chan supported this idea  ·  Feb 3, 2023

20. filter by completion date

    9 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Cheung Chan shared this idea  ·  Oct 24, 2022