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14 results found

1. 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!

   Charles Tiblier supported this idea  ·  Dec 17, 2024

2. 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!

   Charles Tiblier supported this idea  ·  Mar 14, 2024

3. Ring central

   22 votes

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   2 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Charles Tiblier commented  ·  Aug 10, 2023  ·  Delete…

   if you have the new chrome extension there is a setting for you to turn that on

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   Charles Tiblier supported this idea  ·  Aug 26, 2022

4. Holistiplan integration with Redtail

   18 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Charles Tiblier supported this idea  ·  Aug 10, 2023

5. 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 →
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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!

   An error occurred while saving the comment
   Charles Tiblier commented  ·  Jun 8, 2023  ·  Delete…

   Are there any updates on adding this feature?

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   Charles Tiblier supported this idea  ·  Oct 12, 2022

6. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

   233 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Charles Tiblier supported this idea  ·  Jun 7, 2023

7. 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 →
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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!

   Charles Tiblier supported this idea  ·  Oct 26, 2022

8. History of Client Reviews

   296 votes

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   12 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!

   Charles Tiblier supported this idea  ·  Oct 12, 2022

9. Client Review - it would be helpful to be able to add the "last review date"

   75 votes

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   1 comment  ·  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!

   Charles Tiblier supported this idea  ·  Oct 12, 2022

10. Report that will run last Client Review date

    65 votes

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    2 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!

    Charles Tiblier supported this idea  ·  Oct 5, 2022

11. Annual Review Checkbox

    58 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  Aug 26, 2022

12. Allow clients to self-schedule appointments directly through Redtail

    87 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  Aug 26, 2022

13. Redtail Speak

    33 votes

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    2 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  Aug 26, 2022

14. checklist

    117 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  Aug 26, 2022