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41 results found

1. customize contact home page template

   58 votes

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

2. Customize Dashboard

   35 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  ·  July 26, 2022

3. Make Contact left menu bar customizable

   58 votes

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   2 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  ·  July 26, 2022

4. Allow the view of the contact/all the data to be customizable

   35 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Toni-Lynn commented  ·  July 26, 2022  ·  Delete…

   This is huge for my company. We spend so much time scrolling for info.

   Save Submitting...

5. Activities - Linking Spouse/Significant other

   39 votes

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

6. Linked Contacts suggestion populate alphabetically

   6 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. Security Price Update for Added Accounts: Universal price update for all added accounts holding the same added security not on a feed.

   6 votes

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

8. 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

9. Adding Deceased's information on Account page for Bene IRA Profile

   33 votes

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

10. membership filter

    6 votes

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

11. Membership Report - export in Excel format

    16 votes

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

12. priority list

    45 votes

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

13. Clone an activity after it is completed

    32 votes

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

14. Notes

    27 votes

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

15. Activity task and category autofill when typing

    27 votes

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

16. beneficiary

    20 votes

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

17. On the activities page, I'd like to be able to edit/adjust the columns to the table. Like adding Service/writing advisor

    21 votes

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

18. Add feature to upload files through the mobile RedTail

    19 votes

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

19. checklist

    114 votes

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

20. speak window

    33 votes

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