My feedback

14 results found

1. Improve accounts tab layout and add customizability

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Jon Rooney shared this idea  ·  Aug 22, 2025

2. 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!

   Jon Rooney supported this idea  ·  Aug 22, 2025

3. Total Accounts Chart on Account page should be just open accounts

   18 votes

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Jon Rooney supported this idea  ·  Aug 22, 2025

4. Accounts Information

   57 votes

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   2 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!

   Jon Rooney supported this idea  ·  Aug 22, 2025

5. Accounts

   10 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Jon Rooney supported this idea  ·  Aug 22, 2025

6. Improved Functionality for Linked Account Detail Labels

   19 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Jon Rooney supported this idea  ·  Aug 22, 2025

7. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

   251 votes

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   23 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!

   Jon Rooney supported this idea  ·  Aug 22, 2025

8. Contacts > Accounts > Display Account Title/Name

   49 votes

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   2 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  Redtail Development Team responded

   This 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!

   Jon Rooney supported this idea  ·  Aug 22, 2025

9. Add Types of Accounts (Insurance/Investment)

   21 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Jon Rooney supported this idea  ·  Aug 21, 2025

10. Beneficiary Report

    6 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Jon Rooney supported this idea  ·  Aug 21, 2025

11. Accounts Visible Column Header - add 'Manager.'

    6 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Jon Rooney supported this idea  ·  Aug 21, 2025

12. field for fee

    6 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Jon Rooney supported this idea  ·  Aug 21, 2025

13. aum

    6 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Jon Rooney supported this idea  ·  Aug 21, 2025

14. Account Layout Page

    7 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Jon Rooney supported this idea  ·  Aug 21, 2025