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1. Add the "Is Head of Household" field to Custom Export Template

   22 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Brian Leach supported this idea  ·  Nov 16, 2022

2. date and timestamp for activity notes/descrition

   82 votes

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   5 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!

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   Brian Leach commented  ·  Oct 10, 2022  ·  Delete…

   please add timestamp functionality as described; CTRL + J in Junxsure/Advisor Engine applied date/time/user initials which is very useful to track ongoing actions/activities

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3. Add Timestamp Shortcut

   30 votes

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   3 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Brian Leach supported this idea  ·  Oct 10, 2022