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7 results found

1. Allow Customization of the Know Your Client Tab

   138 votes

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   6 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!

   rachelwyatt supported this idea  ·  Jan 16, 2024

2. Phonetic Spelling/Pronunciation Field

   57 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   rachelwyatt supported this idea  ·  Jan 16, 2024

3. Contact Details - custom field

   22 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   rachelwyatt supported this idea  ·  Jan 16, 2024

4. Know Your Client Options

   27 votes

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   1 comment  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   rachelwyatt supported this idea  ·  Jan 16, 2024

5. Daily Summary Report

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   rachelwyatt shared this idea  ·  Jan 16, 2024

6. Automatically Create and Email Reports to User in Recurring Schedule

   71 votes

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   12 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!

   rachelwyatt supported this idea  ·  Jan 16, 2024

7. report completed tasks

   33 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   rachelwyatt supported this idea  ·  Jan 16, 2024