Amy Anderson

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49 results found

1. Activities - Linking Spouse/Significant other

   58 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Amy Anderson supported this idea  ·  Jul 23, 2025

2. Link multiple contacts when using a workflow template

   12 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Amy Anderson supported this idea  ·  Jul 23, 2025

3. put date on all notes and activities not "today"

   44 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Amy Anderson supported this idea  ·  Jul 23, 2025

4. Notes to head of household automatically copy to spouse's contact

   31 votes

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   4 comments  ·  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!

   Amy Anderson supported this idea  ·  Jul 23, 2025

5. Auto Link Married Couples' Notes

   35 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Amy Anderson supported this idea  ·  Jul 23, 2025

6. Remove Closed Accounts from Reporting Under Account Type

   81 votes

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   13 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!

   Amy Anderson supported this idea  ·  Jul 16, 2025

7. Edit/customize account information fields within an account type

   27 votes

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   1 comment  ·  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!

   Amy Anderson supported this idea  ·  Jul 16, 2025

8. Hide Default Categories (AGAIN)

   39 votes

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   1 comment  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Amy Anderson supported this idea  ·  Jul 16, 2025

9. Be able to remove account types we don't use

   24 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Amy Anderson supported this idea  ·  Jul 16, 2025

10. Allow Deletion of Default Account Types/Tax Qualified Types

    13 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Amy Anderson supported this idea  ·  Jul 16, 2025

11. Is it possible to add a block under "Accounts" for RMD's? (Required Minimum Distributions?

    28 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Amy Anderson supported this idea  ·  Jun 26, 2025

12. RMD Information/Log

    24 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Amy Anderson supported this idea  ·  Jun 26, 2025

13. Link a Contact to a note after it has been Created

    40 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Amy Anderson supported this idea  ·  Jun 26, 2025

14. Notes--being able to link a contact to a note you have already posted.

    28 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Amy Anderson supported this idea  ·  Jun 26, 2025

15. Account Layout Page

    7 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Amy Anderson supported this idea  ·  Jun 26, 2025

16. Non-Qualified

    59 votes

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    3 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this 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!

    Amy Anderson supported this idea  ·  Jun 26, 2025

17. Make ALL Fields Searchable in the Advanced Search

    224 votes

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    13 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!

    Amy Anderson supported this idea  ·  Jun 26, 2025

18. When adding a note to a client, it would be helpful if there was a prompt to link the note to their spouse.

    36 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Amy Anderson supported this idea  ·  Jun 26, 2025

19. Customizable Landing Page

    32 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Amy Anderson supported this idea  ·  Jun 26, 2025

20. RMD Value & Information section

    1,996 votes

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    99 comments  ·  Redtail CRM » Accounts  ·  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!

    Amy Anderson supported this idea  ·  Jun 26, 2025