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18 results found

1. Automatically Create and Email Reports to User in Recurring Schedule

   64 votes

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   8 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!

   Kristin McCoy supported this idea  ·  Aug 3, 2023

2. uncomplete entire workflow

   74 votes

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   1 comment  ·  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!

   Kristin McCoy supported this idea  ·  Jul 5, 2023

3. Add roles to the main page for a contact

   177 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!

   Kristin McCoy supported this idea  ·  Jun 16, 2023

4. Copy Roles selection to the Spouse in a new contact

   30 votes

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   2 comments  ·  Redtail CRM » Contact Add Screen  ·  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!

   Kristin McCoy supported this idea  ·  Jun 16, 2023

5. Review Frequency should be More Flexible

   315 votes

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   22 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!

   Kristin McCoy supported this idea  ·  May 19, 2023

6. Notes - Click Button to Add to Household

   119 votes

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   7 comments  ·  Redtail CRM » Notes  ·  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!

   Kristin McCoy supported this idea  ·  May 19, 2023

7. Export by Household

   15 votes

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   1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Kristin McCoy supported this idea  ·  May 19, 2023

8. Household

   43 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!

   Kristin McCoy supported this idea  ·  May 19, 2023

9. We have annual reviews, and quarterly check-ins for each client. I would love for the ability to create more than one review per client.

   7 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Kristin McCoy shared this idea  ·  Jan 10, 2023

10. Add Client Review Automation trigger event

    50 votes

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    0 comments  ·  Redtail CRM » Know Your Client  ·  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!

    Kristin McCoy supported this idea  ·  Jan 10, 2023

11. Client Review Revamp!!

    63 votes

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    0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Kristin McCoy supported this idea  ·  Jan 10, 2023

12. Notes--being able to link a contact to a note you have already posted.

    22 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Kristin McCoy supported this idea  ·  Nov 17, 2022

13. Link a Contact to a note after it has been Created

    31 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Kristin McCoy supported this idea  ·  Nov 17, 2022

14. link contact to note after note is posted

    35 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Kristin McCoy supported this idea  ·  Nov 17, 2022

15. Pronounciation of Names

    38 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!

    Kristin McCoy supported this idea  ·  May 12, 2022

16. Phonetic Spelling/Pronunciation Field

    57 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Kristin McCoy supported this idea  ·  May 12, 2022

17. phonetic field for names

    97 votes

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    6 comments  ·  Redtail CRM » Know Your Client  ·  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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    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!

    Kristin McCoy supported this idea  ·  May 12, 2022

18. Add an option for name pronunciation

    130 votes

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    Received  ·  7 comments  ·  Redtail CRM » Contact Record  ·  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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    Kristin McCoy supported this idea  ·  May 12, 2022