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7 results found

1. Activity report based on date activity was created

   77 votes

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   4 comments  ·  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!

   Karen Scanlon supported this idea  ·  March 26, 2024

2. I need to see clients trust accounts on their Contact page.

   78 votes

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   3 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!

   Karen Scanlon supported this idea  ·  June 13, 2022

3. Trusted Contact

   175 votes

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   13 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!

   Karen Scanlon supported this idea  ·  June 13, 2022

4. Retirement account rollover documentation

   1 vote

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Karen Scanlon shared this idea  ·  June 13, 2022

5. Retirement account rollover documentation

   3 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Karen Scanlon shared this idea  ·  June 13, 2022

6. RMD Value & Information section

   1,924 votes

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   94 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!

   Karen Scanlon supported this idea  ·  June 13, 2022

7. Form CRS Delivery Documentation

   97 votes

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   7 comments  ·  Redtail CRM » Accounts  ·  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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   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!

   Karen Scanlon supported this idea  ·  June 13, 2022