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25 results found

1. Be able to remove account types we don't use

   14 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Rebecca Westveer supported this idea  ·  January 13, 2023

2. Link Bank Account to Investment Accounts

   5 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Rebecca Westveer shared this idea  ·  January 13, 2023

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

   7 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Rebecca Westveer supported this idea  ·  January 13, 2023

4. Change "Servicing Advisor" and "Writing Advisor" fields under contact details.

   33 votes

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   Rebecca Westveer supported this idea  ·  December 13, 2022

5. Make Contact left menu bar customizable

   58 votes

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   2 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!

   Rebecca Westveer supported this idea  ·  December 06, 2022