Anonymous
My feedback
12 results found
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19 votes
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21 votes
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13 votes
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16 votes
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46 votes
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!
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38 votes
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!
An error occurred while saving the comment -
18 votes
An error occurred while saving the comment -
58 votes
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!
An error occurred while saving the comment This is also similar to this suggestion: https://feedback.redtailtechnology.com/forums/281220-redtail-crm/suggestions/42815348-please-give-us-a-way-to-modify-the-order-of-option#comments
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19 votes
An error occurred while saving the comment Specifically I would like to see the Workflows menu available under Activities but the ability to customize this menu by User would be awesome but by company would be great too!
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177 votes
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!
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411 votes
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!
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1,345 votes
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!
An error occurred while saving the comment Agree w/ extended family tree! I would love to help my team see how relationships are intertwined. We had a client for over 20 years, she passed away but her four kids remained plus brought over more assets. It is a $2.5MM relationship with 24 accounts now! We have kids/wives + grandchildren/husbands + great grandbabies and 529s! I used Meister Task to help my team see all of this as w/ name changes, it is even harder to tell who is related to whom. So, certainly would love a 'non dependent' option to link family members w/o duplicating records.
This is similar to: https://feedback.redtailtechnology.com/forums/281220-redtail-crm/suggestions/42815348-please-give-us-a-way-to-modify-the-order-of-option#comments