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20 results found

1. Client Profile Sheet/ PDF Report

   9 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   JAMA.STANLEY supported this idea  ·  Oct 3, 2024

2. Divorced Couples with Children

   32 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   JAMA.STANLEY supported this idea  ·  Mar 27, 2024

3. Relationship between households

   85 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   JAMA.STANLEY supported this idea  ·  Mar 27, 2024

4. Family/Membership Custom Option

   19 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   JAMA.STANLEY supported this idea  ·  Mar 27, 2024

5. Sticky Notes to add to client file

   43 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   JAMA.STANLEY supported this idea  ·  Mar 27, 2024

6. Task Rollovers

   46 votes

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   3 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   JAMA.STANLEY supported this idea  ·  Mar 27, 2024

7. The ability to remove the PERSONAL PRONOUNS field in the Personal Profile form.

   9 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   JAMA.STANLEY supported this idea  ·  Mar 27, 2024

8. adult children

   102 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   JAMA.STANLEY supported this idea  ·  Mar 27, 2024

9. Bank Account Type

   22 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   JAMA.STANLEY supported this idea  ·  Mar 27, 2024

10. workflow templates

    12 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    JAMA.STANLEY supported this idea  ·  Mar 27, 2024

11. Clients Since Subject

    5 votes

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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    JAMA.STANLEY supported this idea  ·  Mar 27, 2024

12. Edit Notes

    165 votes

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    9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    JAMA.STANLEY supported this idea  ·  Mar 21, 2024

13. Business Clients - additional info needed.

    4 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    JAMA.STANLEY shared this idea  ·  Mar 21, 2024

14. add a designated beneficiary area for beneficiary information.

    114 votes

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    1 comment  ·  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!

    JAMA.STANLEY supported this idea  ·  Jan 22, 2024

15. allow beneficiaries to be listed on the personal profile form when printed for clients to review during a meeting

    22 votes

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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  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!

    JAMA.STANLEY supported this idea  ·  Jan 22, 2024

16. 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!

    JAMA.STANLEY supported this idea  ·  Jan 22, 2024

17. beneficiaries

    57 votes

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

    JAMA.STANLEY supported this idea  ·  Jan 22, 2024

18. Custom export template family relationship

    13 votes

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    0 comments  ·  Redtail CRM » Custom Exports  ·  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!

    JAMA.STANLEY supported this idea  ·  Dec 27, 2023

19. Custom Export Options

    57 votes

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    0 comments  ·  Redtail CRM » Custom Exports  ·  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!

    JAMA.STANLEY supported this idea  ·  Dec 27, 2023

20. Customized Reports exported to PDF

    61 votes

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    3 comments  ·  Redtail CRM » Custom Exports  ·  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!

    JAMA.STANLEY supported this idea  ·  Dec 27, 2023