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10 results found

1. Would it be possible to add a per stirpes check box in the beneficiary section?

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Madalynne Malek Orton supported this idea  ·  Nov 20, 2025

2. 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!

   Madalynne Malek Orton supported this idea  ·  Nov 20, 2025

3. Need a spot to add beneficiary info without creating beneficiary as a contact.

   214 votes

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   4 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!

   Madalynne Malek Orton supported this idea  ·  Nov 20, 2025

4. Beneficiary report

   19 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Madalynne Malek Orton supported this idea  ·  Jun 18, 2025

5. Customizable Beneficiary Report

   22 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Madalynne Malek Orton supported this idea  ·  Jun 18, 2025

6. 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!

   Madalynne Malek Orton supported this idea  ·  Jun 18, 2025

7. when linking accounts to activities can you add ability to link multiple accounts at a time

   67 votes

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   2 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!

   Madalynne Malek Orton supported this idea  ·  Dec 4, 2024

8. Link Bank Account to Investment Accounts

   16 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Madalynne Malek Orton supported this idea  ·  Nov 22, 2024

9. SNAPMobile VOIP Integration

   3 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Madalynne Malek Orton shared this idea  ·  Jul 29, 2024

10. Attach document to template

    31 votes

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    1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Madalynne Malek Orton supported this idea  ·  Apr 1, 2024