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4 results found

1. Create Ability to Customize ID Types in Indentifications

   18 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Wendy Hillman supported this idea  ·  Feb 16, 2024

2. Notification when ID expires

   114 votes

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   7 comments  ·  Redtail CRM » Alerts and Warnings  ·  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!

   Wendy Hillman supported this idea  ·  Feb 16, 2024

3. The ability to attach a picture of the Driver's License to the ID area

   19 votes

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   0 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!

   Wendy Hillman supported this idea  ·  Feb 16, 2024

4. add mobile phone as a field in mail merge

   59 votes

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   4 comments  ·  Redtail CRM » Bulk Actions  ·  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
   Wendy Hillman commented  ·  Oct 9, 2023  ·  Delete…

   I find it almost impossible to believe that this has been suggested since 2017 and has not been implemented yet considering that it's 2023 and almost no one has a "home phone". We really need "mobilephone" added as a field to use in a mail merge!

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   Wendy Hillman supported this idea  ·  Oct 9, 2023