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86 results found

1. Please add the ability to create folders in the document tab of a contact.

   19 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Osvaldo Cisneros supported this idea  ·  January 08, 2024

2. Financials' Section - Customizable Labels

   17 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Osvaldo Cisneros supported this idea  ·  January 08, 2024

3. Client Review Revamp!!

   63 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  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  ·  January 08, 2024

4. Financial Planning Tab in Clients

   21 votes

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   0 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!

   Osvaldo Cisneros supported this idea  ·  January 08, 2024

5. tasks

   15 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Osvaldo Cisneros supported this idea  ·  January 05, 2024

6. Tasks in Redtail

   12 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Osvaldo Cisneros supported this idea  ·  January 05, 2024

7. In Document storage it would be helpful to set up folders to categorize different documents

   21 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Osvaldo Cisneros supported this idea  ·  December 29, 2023

8. Personal Profile

   16 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Osvaldo Cisneros supported this idea  ·  December 20, 2023

9. Display memberships on the front page of the contact record.

   417 votes

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   22 comments  ·  Redtail CRM » Memberships  ·  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  ·  December 20, 2023

10. Additional family options (not in the 'Membership' page)

    66 votes

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    5 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!

    Osvaldo Cisneros supported this idea  ·  December 20, 2023

11. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes

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    68 comments  ·  Redtail CRM » Family  ·  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  ·  December 20, 2023

12. Make the relatioships across contacts ("memberships") easier to spot in main contact screen.

    22 votes

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    1 comment  ·  Redtail CRM » Memberships  ·  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  ·  December 20, 2023

13. Please add Memberships to the Profile Form

    146 votes

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    15 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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    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  ·  December 20, 2023

14. Make the sub-Contact lists "movable"...especially Memberships

    19 votes

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    0 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!

    Osvaldo Cisneros supported this idea  ·  December 20, 2023

15. Memberships - Titles, Phone #s and email

    19 votes

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    2 comments  ·  Redtail CRM » Memberships  ·  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  ·  December 20, 2023

16. Sorting in Memberships

    17 votes

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    0 comments  ·  Redtail CRM » Memberships  ·  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!

    Osvaldo Cisneros supported this idea  ·  December 20, 2023

17. Laserapp - Memberships

    460 votes

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    45 comments  ·  Redtail CRM » Integrations  ·  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  ·  December 20, 2023

18. memberships

    116 votes

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    4 comments  ·  Redtail CRM » Memberships  ·  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!

    Osvaldo Cisneros supported this idea  ·  December 20, 2023

19. Family Report

    13 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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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    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  ·  December 20, 2023

20. Family Tree Mapping

    53 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Osvaldo Cisneros supported this idea  ·  December 20, 2023