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14 results found

1. LPL uses OnceHub

   13 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Emily Sims supported this idea  ·  Apr 22, 2024

2. Beneficiary Report

   107 votes

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   11 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!

   Emily Sims supported this idea  ·  Apr 22, 2024

3. RMD Information/Log

   15 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Emily Sims supported this idea  ·  Apr 22, 2024

4. Multiple linked contacts in workflows - Display their names, not "2"

   46 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Emily Sims supported this idea  ·  Apr 22, 2024

5. Roll out workflow target date by one day

   9 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Emily Sims supported this idea  ·  Apr 22, 2024

6. adding the feature of Nicknames to labels so that I don't have to cut and paste everything for my 400 holiday cards

   12 votes

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   0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Emily Sims supported this idea  ·  Apr 22, 2024

7. Holistiplan integration with Redtail

   18 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Emily Sims supported this idea  ·  Apr 22, 2024

8. Task Rollovers

   46 votes

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   3 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Emily Sims supported this idea  ·  Apr 22, 2024

9. Bank Account Type

   22 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Emily Sims supported this idea  ·  Apr 22, 2024

10. More extensive family tree capabilities

    8 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Emily Sims shared this idea  ·  Apr 22, 2024

11. Link an already created note to an Opportunity

    3 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Emily Sims shared this idea  ·  Apr 22, 2024

12. adult children

    102 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Emily Sims supported this idea  ·  Apr 22, 2024

13. Edit Notes

    166 votes

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    9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Emily Sims supported this idea  ·  Apr 22, 2024

14. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes

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    2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Emily Sims supported this idea  ·  Apr 22, 2024