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59 results found

1. Include Trusts in the Family Portfolio Value

   258 votes

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   25 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!

   Katie supported this idea  ·  May 30, 2025

2. Triggers

   260 votes

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   12 comments  ·  Redtail CRM » Automations  ·  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!

   Katie supported this idea  ·  May 30, 2025

3. Activity Completed Trigger

   283 votes

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   11 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!

   Katie supported this idea  ·  May 30, 2025

4. Workflow automation to create Activities

   340 votes

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   10 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!

   Katie supported this idea  ·  May 30, 2025

5. Add Additional Fields to the Client Review Section

   365 votes

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   19 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!

   Katie supported this idea  ·  May 30, 2025

6. Dynamic Workflow Due Dates

   420 votes

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   20 comments  ·  Redtail CRM » Workflows  ·  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!

   Katie supported this idea  ·  May 30, 2025

7. Billable Time Tracking

   385 votes

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   43 comments  ·  Redtail CRM » Know Your Client  ·  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!

   Katie supported this idea  ·  May 30, 2025

8. 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

   432 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!

   Katie supported this idea  ·  May 30, 2025

9. Add more fields under beneficiaries

   503 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!

   Katie supported this idea  ·  May 30, 2025

10. Automation templates & recurring workflows

    547 votes

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    17 comments  ·  Redtail CRM » Automations  ·  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!

    Katie supported this idea  ·  May 30, 2025

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

    1,855 votes

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    131 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Katie supported this idea  ·  May 30, 2025

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

    790 votes

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    35 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Katie supported this idea  ·  May 30, 2025

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

    1,407 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!

    Katie supported this idea  ·  May 30, 2025

14. In the Calendar, show Contact Names in task when there are 2 linked Contacts

    104 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Katie supported this idea  ·  May 30, 2025

15. Show Linked Contact in Calendar view versus saying "2 Contacts"

    147 votes

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    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Katie supported this idea  ·  May 30, 2025

16. Automation Trigger Event: Client Age

    108 votes

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    3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Katie supported this idea  ·  May 30, 2025

17. Should be able to notify more than just one user when imputing a new note

    39 votes

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    1 comment  ·  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!

    Katie supported this idea  ·  May 30, 2025

18. For Notes - Notify "Servicing Advisor"

    18 votes

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    0 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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    Katie supported this idea  ·  May 30, 2025

19. Notify User

    40 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Katie supported this idea  ·  May 30, 2025

20. Age Based Triggers

    886 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!

    Katie supported this idea  ·  May 30, 2025