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10 results found

1. Contacts By Professional Contact - Add 'Professional Contact' field to filter

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   FP Sysadmin shared this idea  ·  Sep 15, 2023

2. Please add more robust tax report capabilities

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   0 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!

   FP Sysadmin supported this idea  ·  Sep 14, 2023

3. Please setup a two-way integration with Laserfiche.

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   FP Sysadmin supported this idea  ·  Sep 14, 2023

4. Family Tree Mapping

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   FP Sysadmin supported this idea  ·  Sep 14, 2023

5. UDF's at Household Level

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   FP Sysadmin supported this idea  ·  Sep 14, 2023

6. Provide report that would show info for all members of a family/household

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   FP Sysadmin supported this idea  ·  Sep 14, 2023

7. Family/Membership Custom Option

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   FP Sysadmin supported this idea  ·  Sep 14, 2023

8. Please make the Family ID (aka Household ID) visible when exporting data from Redtail.

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   FP Sysadmin supported this idea  ·  Sep 14, 2023

9. Add field to enter country for passport under Know Your Client (Identifications)

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   8 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!

   FP Sysadmin supported this idea  ·  Sep 14, 2023

10. Bulk Actions for Professional Contacts

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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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    FP Sysadmin shared this idea  ·  Sep 13, 2023