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1. membership automatic set up

   41 votes

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   3 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Jill Sigler commented  ·  Mar 3, 2023  ·  Delete…

   Isabel has a valid comment!
   If we indicated that the client is the grandparent, then the corresponding connection should auto-generate that the other person is the grandchild or step-grandchild.

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2. Multiple linked contacts in workflows - Display their names, not "2"

   46 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Jill Sigler supported this idea  ·  Mar 3, 2023

3. scheduling

   57 votes

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   1 comment  ·  Redtail CRM » Integrations  ·  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!

   Jill Sigler supported this idea  ·  Mar 3, 2023
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   Jill Sigler commented  ·  Mar 3, 2023  ·  Delete…

   We think it would be an awesome feature to be able to schedule a Household instead of only being able to schedule each client individually. We usually have spouses come at the same time.

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