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1. Client Review Report

   99 votes

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   3 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!

   Allison Berhorst supported this idea  ·  Apr 2, 2025

2. client review

   50 votes

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   2 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Allison Berhorst supported this idea  ·  Apr 2, 2025

3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

   1,855 votes

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   131 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Allison Berhorst supported this idea  ·  Apr 2, 2025

4. Allow Assistant to Access Email

   4 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Allison Berhorst shared this idea  ·  Oct 23, 2023