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10 results found

1. Be able to add a linked note after an activity is completed

   18 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Alison Hobbs supported this idea  ·  May 02, 2024

2. Trusted Contact

   175 votes

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   13 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!

   Alison Hobbs supported this idea  ·  April 17, 2024

3. Add more fields under beneficiaries

   492 votes

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   14 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!

   Alison Hobbs supported this idea  ·  March 08, 2024

4. Make it possible to change a client's next review date without changing first review date!

   564 votes

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   34 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Alison Hobbs supported this idea  ·  March 08, 2024

5. Age Based Triggers

   842 votes

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   25 comments  ·  Redtail CRM » Automations  ·  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!

   Alison Hobbs supported this idea  ·  March 08, 2024

6. Option to automatically rollover activity

   1,217 votes

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   47 comments  ·  Redtail CRM » Activities  ·  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!

   Alison Hobbs supported this idea  ·  March 08, 2024

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

   1,253 votes

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   65 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!

   Alison Hobbs supported this idea  ·  March 08, 2024

8. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

   1,345 votes

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   68 comments  ·  Redtail CRM » Family  ·  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!

   Alison Hobbs supported this idea  ·  March 08, 2024

9. Allow us to Edit Notes

   132 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Alison Hobbs supported this idea  ·  March 05, 2024

10. 'Assigned to' Activity Column Viewing

    48 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Alison Hobbs supported this idea  ·  March 05, 2024