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22 results found

1. ability to move note box

   17 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Abe Lincoln supported this idea  ·  Apr 16, 2024

2. Employer Field - Add dropdown feature to list Employers the user can select from

   14 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Abe Lincoln supported this idea  ·  Apr 16, 2024

3. Edit Notes

   166 votes

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   9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Abe Lincoln supported this idea  ·  Apr 16, 2024

4. Record Last Name Changes

   3 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Abe Lincoln shared this idea  ·  Apr 16, 2024

5. Employer Switch to Former Employer

   33 votes

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   1 comment  ·  Redtail CRM » Memberships  ·  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!

   Abe Lincoln supported this idea  ·  Apr 16, 2024

6. Divorced Couples with Children

   32 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Abe Lincoln supported this idea  ·  Apr 16, 2024

7. Relationship between households

   85 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Abe Lincoln supported this idea  ·  Apr 16, 2024

8. adult children

   102 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Abe Lincoln supported this idea  ·  Apr 16, 2024

9. RMD Value & Information section

   1,973 votes

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   97 comments  ·  Redtail CRM » Accounts  ·  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!

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   Abe Lincoln commented  ·  Apr 16, 2024  ·  Delete…

   This is still a desired feature!

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   Abe Lincoln supported this idea  ·  May 31, 2023

10. Family member relationship

    63 votes

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    2 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!

    An error occurred while saving the comment
    Abe Lincoln commented  ·  Apr 16, 2024  ·  Delete…

    Still waiting for this feature. Would be very helpful to choose "partnered to" rather than "married to" for all kinds of clients, especially ones in the LGBTQ+ community

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    Abe Lincoln supported this idea  ·  Apr 16, 2024

11. Family Tree Mapping

    57 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Abe Lincoln supported this idea  ·  Apr 16, 2024

12. Family names

    36 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Abe Lincoln supported this idea  ·  Apr 16, 2024

13. Family tree

    89 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Abe Lincoln supported this idea  ·  Apr 16, 2024

14. Customize Personal Profile Form

    471 votes

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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

    Abe Lincoln supported this idea  ·  Apr 16, 2024

15. Add more fields under beneficiaries

    495 votes

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    15 comments  ·  Redtail CRM » Accounts  ·  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!

    Abe Lincoln supported this idea  ·  Apr 16, 2024

16. Age Based Triggers

    873 votes

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    27 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!

    Abe Lincoln supported this idea  ·  Apr 16, 2024

17. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes

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    71 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Abe Lincoln supported this idea  ·  May 31, 2023

18. nickname

    114 votes

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    6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Abe Lincoln supported this idea  ·  Apr 16, 2024

19. Trusted Contact

    189 votes

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    15 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
    How important is this to you?

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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
    Abe Lincoln commented  ·  May 31, 2023  ·  Delete…

    Hi, this is a very important for our office to record! Please include this feature!!!

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    Abe Lincoln supported this idea  ·  May 31, 2023

20. Gift Log

    42 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Abe Lincoln supported this idea  ·  May 31, 2023