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86 results found

1. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

   420 votes

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   29 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!

   Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

2. Change First Review to Last Review under Client Review

   434 votes

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   27 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!

   Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

3. Customize Personal Profile Form

   459 votes

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   40 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!

   Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

4. Add more fields under beneficiaries

   486 votes

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   14 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!

   Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

5. Make it possible to change a client's next review date without changing first review date!

   564 votes

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   34 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!

   Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

6. Link email to notes/activities

   628 votes

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   24 comments  ·  Redtail CRM » Email  ·  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!

   Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

7. Automations: Make the Know your Client Review Date a Trigger Event

   756 votes

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   32 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!

   Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

8. When creating new activity, give users the option to make the "more details page" the default.

   765 votes

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   65 comments  ·  Redtail CRM » Activities  ·  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!

   Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

9. need all fields available to select from for custom reporting

   910 votes

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   83 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

10. Option to automatically rollover activity

    1,217 votes

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    47 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!

    Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

11. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes

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    65 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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    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!

    Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

12. RMD Value & Information section

    1,921 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!

    Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

13. adult children

    76 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

14. Allow us to Edit Notes

    120 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

15. My Workflow Tasks Page - Task Hyperlink Should Open Task

    27 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!

    Osvaldo Cisneros supported this idea  ·  Jan 31, 2024

16. Task list

    102 votes

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    5 comments  ·  Redtail CRM » Calendar  ·  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!

    Osvaldo Cisneros supported this idea  ·  Jan 31, 2024

17. Client Record/Personal Info Automation

    18 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Osvaldo Cisneros supported this idea  ·  Jan 26, 2024

18. Link Banking information to more than one contact

    7 votes

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    0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Osvaldo Cisneros supported this idea  ·  Jan 26, 2024

19. Add additional fields uner the Bank tab that allows us to categorize type (ie checking, savings, money market), title, and voided checks

    8 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Osvaldo Cisneros supported this idea  ·  Jan 26, 2024

20. banking

    7 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Osvaldo Cisneros supported this idea  ·  Jan 26, 2024