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88 results found

1. Age Based Triggers

   885 votes

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   27 comments  ·  Redtail CRM » Automations  ·  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  ·  Jan 8, 2024

2. Reports > Contacts > No Contact > Add Writing Advisor Filed

   33 votes

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   1 comment  ·  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  ·  Jan 8, 2024

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

   22 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Osvaldo Cisneros supported this idea  ·  Jan 8, 2024

4. 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  ·  Jan 8, 2024

5. Client Review Reminder

   76 votes

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   1 comment  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Osvaldo Cisneros supported this idea  ·  Jan 8, 2024

6. Financial Planning Tab in Clients

   24 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  ·  Jan 8, 2024

7. Tasks, Activities, and Events

   7 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Osvaldo Cisneros shared this idea  ·  Jan 5, 2024

8. tasks

   18 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Osvaldo Cisneros supported this idea  ·  Jan 5, 2024

9. Tasks in Redtail

   13 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Osvaldo Cisneros supported this idea  ·  Jan 5, 2024

10. Create workflow or task from email

    8 votes

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    0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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    Osvaldo Cisneros shared this idea  ·  Jan 5, 2024

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

    27 votes

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

12. Ooma Integration

    3 votes

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    0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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    Osvaldo Cisneros shared this idea  ·  Dec 29, 2023

13. Personal Profile

    19 votes

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

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

    431 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  ·  Dec 20, 2023

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

    78 votes

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    6 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  ·  Dec 20, 2023

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

    1,386 votes

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    71 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  ·  Dec 20, 2023

17. 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 →
    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  ·  Dec 20, 2023

18. 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  ·  Dec 20, 2023

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

    22 votes

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    0 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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    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  ·  Dec 20, 2023

20. 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  ·  Dec 20, 2023