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18 results found

1. Show product when linking Accounts to Notes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Jamie Brandecker shared this idea  ·  Jan 8, 2026

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

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   15 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

3. insurance

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

4. Allow users to create their own reports

   9 votes

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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

5. Family tree

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

6. 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

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

   22 votes

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

8. 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

9. 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

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

    12 votes

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

11. personal profile form

    7 votes

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

12. 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

13. 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

14. 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

15. Contact by Duplicate Name Report in RedTail

    10 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

16. 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

17. 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

18. duplicate contact report

    21 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