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1. Householding Client Groups via Head of Household

   23 votes

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   0 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!

   Brian Leach supported this idea  ·  Nov 16, 2022

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

   19 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

3. Export by Household

   15 votes

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   1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Brian Leach supported this idea  ·  Nov 16, 2022

4. date and timestamp for activity notes/descrition

   76 votes

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   3 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!

   An error occurred while saving the comment
   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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5. Add Timestamp Shortcut

   27 votes

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