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31 results found

1. Kanban board

   27 votes

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   6 comments  ·  Redtail CRM » Activities  ·  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!

   Lucas Den Herder supported this idea  ·  Jan 30, 2026

2. opportunity stages

   6 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Lucas Den Herder supported this idea  ·  Jan 30, 2026

3. Column View for Opportunities

   6 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Lucas Den Herder supported this idea  ·  Jan 30, 2026

4. Advanced opportunities reporting: ability to filter/total AUM in pipeline by advisor and quarter

   6 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Lucas Den Herder supported this idea  ·  Jan 30, 2026

5. Column View for Opportunities

   11 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Lucas Den Herder supported this idea  ·  Jan 30, 2026

6. Add roles to the main page for a contact

   210 votes

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   12 comments  ·  Redtail CRM » Contact Record  ·  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!

   Lucas Den Herder supported this idea  ·  Dec 8, 2025

7. Change "Servicing Advisor" and "Writing Advisor" fields under contact details.

   64 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Lucas Den Herder supported this idea  ·  Dec 8, 2025

8. Contact Details - custom field

   22 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Lucas Den Herder supported this idea  ·  Dec 8, 2025

9. Pronunciation to the Mobile App

   3 votes

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   0 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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   Lucas Den Herder shared this idea  ·  Dec 8, 2025

10. udfs mobile

    12 votes

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    0 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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    Lucas Den Herder supported this idea  ·  Dec 8, 2025

11. View full contact name in mobile app

    21 votes

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    2 comments  ·  Redtail CRM » Mobile App  ·  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!

    Lucas Den Herder supported this idea  ·  Dec 8, 2025

12. Activities - Show On Main Page Past Due And Today's Activities

    39 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Lucas Den Herder supported this idea  ·  Oct 23, 2025

13. Add activities to left menu bar

    118 votes

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    1 comment  ·  Redtail CRM » Activities  ·  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!

    Lucas Den Herder supported this idea  ·  Oct 23, 2025

14. workflow tasks on calendar

    44 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Lucas Den Herder supported this idea  ·  Oct 23, 2025

15. Linking Activities, Workflows, Notes, Documents, & Opportunities

    361 votes

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    14 comments  ·  Redtail CRM » Activities  ·  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!

    Lucas Den Herder supported this idea  ·  Oct 23, 2025

16. Linked Notes in Opportunities

    55 votes

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

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Lucas Den Herder supported this idea  ·  Oct 23, 2025

17. Add Opportunity Notes to Linked Contacts

    155 votes

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

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Lucas Den Herder supported this idea  ·  Oct 23, 2025

18. Linking of Contacts, Accounts to Opportunities and Opportunity Notes

    27 votes

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    1 comment  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Lucas Den Herder supported this idea  ·  Oct 23, 2025

19. important information should be displayed in a banner across the top of client page

    48 votes

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    3 comments  ·  Redtail CRM » Alerts and Warnings  ·  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!

    Lucas Den Herder supported this idea  ·  Oct 23, 2025

20. Please add UDFs to the mobile app. There is important info an advisor needs to see before a meeting when on the road.

    6 votes

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    0 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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    Lucas Den Herder supported this idea  ·  Oct 23, 2025