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23 results found

1. RMD -Beneficiary IRA at any age

   4 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   JAMA.STANLEY supported this idea  ·  Apr 17, 2025

2. Allow users to create their own reports

   9 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   JAMA.STANLEY supported this idea  ·  Apr 17, 2025

3. Combine 3 reports into 1: Personal Profile Report, Family Report and Beneficiary Report

   10 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   JAMA.STANLEY supported this idea  ·  Apr 17, 2025

4. Client Profile Sheet/ PDF Report

   11 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

5. 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

6. 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

7. Family/Membership Custom Option

   25 votes

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

8. 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

9. 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

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

    12 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

11. adult children

    110 votes

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

12. 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

13. 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

14. 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

15. Edit Notes

    174 votes

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

16. Business Clients - additional info needed.

    7 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

17. add a designated beneficiary area for beneficiary information.

    121 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

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

    25 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

19. Add more fields under beneficiaries

    503 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

20. 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