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25 results found

1. customize contact home page template

   61 votes

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   4 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Toni-Lynn supported this idea  ·  Jul 26, 2022

2. Customize Dashboard

   41 votes

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   3 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!

   Toni-Lynn supported this idea  ·  Jul 26, 2022

3. Activities - Linking Spouse/Significant other

   49 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Toni-Lynn supported this idea  ·  May 11, 2022

4. banking

   7 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Toni-Lynn supported this idea  ·  May 11, 2022

5. Notes

   30 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Toni-Lynn supported this idea  ·  May 11, 2022

6. checklist

   117 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Toni-Lynn supported this idea  ·  May 11, 2022

7. speak window

   36 votes

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   1 comment  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Toni-Lynn supported this idea  ·  May 11, 2022

8. Add more fields under beneficiaries

   495 votes

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   15 comments  ·  Redtail CRM » Accounts  ·  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!

   Toni-Lynn supported this idea  ·  May 11, 2022

9. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

   1,374 votes

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   69 comments  ·  Redtail CRM » Family  ·  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!

   Toni-Lynn supported this idea  ·  May 11, 2022

10. RMD Value & Information section

    1,970 votes

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    95 comments  ·  Redtail CRM » Accounts  ·  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!

    Toni-Lynn supported this idea  ·  May 11, 2022

11. Switching Family Head

    36 votes

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    0 comments  ·  Redtail CRM » Family  ·  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!

    Toni-Lynn supported this idea  ·  May 11, 2022

12. Deceased Client with no Family except a Sister or Brother - How to Link them together

    7 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Toni-Lynn supported this idea  ·  May 11, 2022

13. Add a field

    12 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Toni-Lynn supported this idea  ·  May 11, 2022

14. add dependents

    26 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Toni-Lynn supported this idea  ·  May 11, 2022

15. Household Documents

    23 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Toni-Lynn supported this idea  ·  May 11, 2022

16. need to connect adult children to thier parents, women often have different last names. Hard to find 3 years later.

    19 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Toni-Lynn supported this idea  ·  May 11, 2022

17. Divorced Couples with Children

    32 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Toni-Lynn supported this idea  ·  May 11, 2022

18. Relationship between households

    85 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Toni-Lynn supported this idea  ·  May 11, 2022

19. Household names and labels

    29 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Toni-Lynn supported this idea  ·  May 11, 2022

20. Family/Membership Custom Option

    19 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Toni-Lynn shared this idea  ·  May 11, 2022