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88 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

   425 votes

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   30 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

   452 votes

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   29 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

   465 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

   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!

   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!

   570 votes

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   35 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

   649 votes

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   25 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

   768 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

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

   771 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

   916 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

    1,232 votes

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    49 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

    1,265 votes

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    65 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

12. RMD Value & Information section

    1,952 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!

    Osvaldo Cisneros supported this idea  ·  Feb 16, 2024

13. adult children

    102 votes

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

14. Edit Notes

    165 votes

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    9 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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    6 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