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17 results found

1. Head of Household indicated in contact main profile

   13 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Feb 10, 2025

2. add an "as of date" to estimated net worth- this changes!!!

   13 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Feb 10, 2025

3. search bar

   28 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Feb 10, 2025

4. Contact Record

   13 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Feb 10, 2025

5. RMD Information/Log

   15 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Feb 10, 2025

6. Transfer of Contact Info When a Client is Deceased

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Shelly Jones supported this idea  ·  Feb 10, 2025

7. Ability to run SQL queries on database

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Shelly Jones shared this idea  ·  Jan 10, 2025

8. Age Based Triggers

   873 votes

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   27 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!

   Shelly Jones supported this idea  ·  Jan 10, 2025

9. Activity Completed Trigger

   276 votes

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   10 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!

   Shelly Jones supported this idea  ·  Jan 10, 2025

10. Add a 'Contact Category Change' Trigger Event for Automations

    199 votes

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    20 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!

    Shelly Jones supported this idea  ·  Jan 10, 2025

11. automate activities based by Client Status

    20 votes

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    0 comments  ·  Redtail CRM » Automations  ·  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!

    Shelly Jones supported this idea  ·  Jan 10, 2025

12. workflow automation

    83 votes

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    3 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!

    Shelly Jones supported this idea  ·  Jan 10, 2025

13. Workflow automation to create Activities

    328 votes

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    10 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!

    Shelly Jones supported this idea  ·  Jan 10, 2025

14. Workflow Complete Triggers Additional Workflow

    273 votes

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    8 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Shelly Jones supported this idea  ·  Jan 10, 2025

15. Add more Automation Triggers

    73 votes

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    1 comment  ·  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!

    Shelly Jones supported this idea  ·  Jan 10, 2025

16. Add "Create Activity from Template" to automation actions

    25 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Shelly Jones supported this idea  ·  Jan 10, 2025

17. Activity Template Automation

    79 votes

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    4 comments  ·  Redtail CRM » Automations  ·  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!

    Shelly Jones supported this idea  ·  Jan 10, 2025