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17 results found

1. Tag Group and and Client Lists - Data Export and Printing Options

   97 votes

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   14 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   Jamie Brandecker supported this idea  ·  Jan 21, 2025

2. insurance

   3 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Jamie Brandecker shared this idea  ·  Jan 6, 2025

3. Allow users to create their own reports

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

4. Family tree

   89 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Jamie Brandecker supported this idea  ·  Oct 16, 2024

5. add dependents

   26 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Jamie Brandecker supported this idea  ·  Oct 16, 2024

6. need to connect adult children to thier parents, women often have different last names. Hard to find 3 years later.

   19 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Jamie Brandecker supported this idea  ·  Oct 16, 2024

7. Divorced Couples with Children

   32 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Jamie Brandecker supported this idea  ·  Oct 16, 2024

8. UDF's at Household Level

   34 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Jamie Brandecker supported this idea  ·  Jan 21, 2025

9. Provide report that would show info for all members of a family/household

   9 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Jamie Brandecker supported this idea  ·  Oct 16, 2024

10. personal profile form

    7 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Jamie Brandecker supported this idea  ·  Oct 16, 2024

11. Spread out activities for a large group over a period of time.

    3 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Jamie Brandecker shared this idea  ·  Oct 16, 2024

12. Ability to create a bulk activity as Recurring.

    3 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Jamie Brandecker shared this idea  ·  Oct 16, 2024

13. Allow tag groups to be edited via automations.

    4 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Jamie Brandecker supported this idea  ·  Jul 22, 2024

14. Contact by Duplicate Name Report in RedTail

    7 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Jamie Brandecker supported this idea  ·  Jul 22, 2024

15. Add AST (atlantic standard time) time zone to Redtail for users in Puerto Rico

    16 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Jamie Brandecker shared this idea  ·  Jul 22, 2024

16. duplicate

    3 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Jamie Brandecker shared this idea  ·  May 10, 2024

17. duplicate contact report

    18 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Jamie Brandecker supported this idea  ·  May 10, 2024