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19 results found

1. ownership

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   Sarah Lascheck supported this idea  ·  April 24, 2023

2. Bank Account Type

   18 votes

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   Sarah Lascheck shared this idea  ·  January 19, 2023

3. Bank fields to add: TYPE of acc (eg Check, savings) and ACCOUNT OWNER (eg the husband or wife )

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   Sarah Lascheck supported this idea  ·  January 19, 2023

4. Asset ID on Account Exports

   3 votes

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   Sarah Lascheck shared this idea  ·  January 04, 2023

5. Add more Customize Fields under Departments

   8 votes

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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!

   Sarah Lascheck supported this idea  ·  December 07, 2022

6. Searching Departments in Business Records

   182 votes

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   22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   Sarah Lascheck supported this idea  ·  December 07, 2022

7. business contact name

   11 votes

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   Sarah Lascheck supported this idea  ·  October 20, 2022

8. Bulk Actions - Add an Oppty to multiple contacts

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Sarah Lascheck shared this idea  ·  October 07, 2022

9. Bulk Update Opportunities Permissions

   12 votes

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   Sarah Lascheck supported this idea  ·  October 07, 2022

10. Add field to enter country for passport under Know Your Client (Identifications)

    30 votes

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    8 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!

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    Sarah Lascheck commented  ·  October 06, 2022  ·  Delete…

    This would be a good option to add - If "Passport" is selected as "Type of ID" then Issuing State should be changed to Issuing Country, since PP are not issued by state.

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    Sarah Lascheck supported this idea  ·  October 06, 2022

11. add a new word to status

    6 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Sarah Lascheck supported this idea  ·  September 15, 2022

12. Adding color coding for advisors

    54 votes

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    3 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Sarah Lascheck supported this idea  ·  September 15, 2022

13. A box in the Misc Information Tab specific for children and grandchildren and their birthdates

    25 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Sarah Lascheck supported this idea  ·  September 15, 2022

14. Add Asset ID to Account Exports

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    Sarah Lascheck shared this idea  ·  September 15, 2022

15. Create an export that includes AssetID's

    1 vote

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    Sarah Lascheck shared this idea  ·  September 15, 2022

16. Term Length field for Insurance Policies

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    Sarah Lascheck shared this idea  ·  September 13, 2022

17. Add " Registered Domestic Partners" to Marital Status field.

    41 votes

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    1 comment  ·  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!

    Sarah Lascheck supported this idea  ·  September 13, 2022

18. Gift Log

    42 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!

    Sarah Lascheck supported this idea  ·  September 09, 2022

19. New Contact ID Fields

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Sarah Lascheck shared this idea  ·  September 09, 2022