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58 results found

1. More Automation Triggers!

   147 votes

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   3 comments  ·  Redtail CRM » Automations  ·  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!

   Aspen supported this idea  ·  Nov 10, 2025

2. Add fields to comply with the "know your client" FINRA requirements

   148 votes

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   10 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!

   Aspen supported this idea  ·  Nov 10, 2025

3. Assign Activity to Team

   177 votes

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   11 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!

   Aspen supported this idea  ·  Nov 10, 2025

4. Tracking maiden names and name changes.

   183 votes

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   9 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!

   Aspen supported this idea  ·  Nov 10, 2025

5. Trusted Contact

   198 votes

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   15 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!

   Aspen supported this idea  ·  Nov 10, 2025

6. Triggers

   260 votes

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   12 comments  ·  Redtail CRM » Automations  ·  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!

   Aspen supported this idea  ·  Nov 10, 2025

7. Billable Time Tracking

   385 votes

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   43 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!

   Aspen supported this idea  ·  Nov 10, 2025

8. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

   432 votes

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   30 comments  ·  Redtail CRM » Notes  ·  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!

   Aspen supported this idea  ·  Nov 10, 2025

9. Auto Link Married Couples' Notes

   22 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Aspen supported this idea  ·  Nov 10, 2025

10. Automation based on UDFs/Dates

    42 votes

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    0 comments  ·  Redtail CRM » Automations  ·  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!

    Aspen supported this idea  ·  Nov 10, 2025

11. Bulk UDF Additions

    18 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Nov 10, 2025

12. udf

    14 votes

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    1 comment  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Nov 10, 2025

13. Activities - Linking Spouse/Significant other

    55 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Nov 10, 2025

14. can we get opportunities to link with activities and accounts

    21 votes

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    1 comment  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Nov 10, 2025

15. Linking Activities, Workflows, Notes, Documents, & Opportunities

    361 votes

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    14 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!

    Aspen supported this idea  ·  Nov 10, 2025

16. Linking of Contacts, Accounts to Opportunities and Opportunity Notes

    27 votes

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    1 comment  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Nov 10, 2025

17. Ability to set a template or default when creating opportunities

    20 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Nov 10, 2025

18. Add customizable fields in Opportunities/ability to add or remove fields when viewing Opportunities

    6 votes

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    1 comment  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Nov 10, 2025

19. Make Opportunities more efficient

    9 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Nov 10, 2025

20. paulseizert

    7 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Aspen supported this idea  ·  Nov 10, 2025