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1. Enhancing Consistent SSO Integration Across Multiple Redtail Databases

   3 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Redtail Tech for CPS Investment Advisors shared this idea  ·  Aug 23, 2023

2. Laser App - Head of House info populate for spouse

   166 votes

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   15 comments  ·  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!

   Redtail Tech for CPS Investment Advisors supported this idea  ·  Aug 23, 2023

3. View activities by household

   38 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Redtail Tech for CPS Investment Advisors supported this idea  ·  Aug 23, 2023

4. Show whose database you're in..

   39 votes

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   4 comments  ·  Redtail CRM » Calendar  ·  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!

   Redtail Tech for CPS Investment Advisors supported this idea  ·  Aug 23, 2023

5. Display database name in header/quicker switch

   12 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Redtail Tech for CPS Investment Advisors supported this idea  ·  Aug 23, 2023