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44 results found

1. Move or Duplicate the Memberships placement in Redtail

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   0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Chloe Williams supported this idea  ·  Oct 29, 2025

2. membership

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   0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Chloe Williams supported this idea  ·  Oct 29, 2025

3. emailable portal link for client data entry/population.

   14 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Chloe Williams supported this idea  ·  Oct 29, 2025

4. Living Expense Field

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Chloe Williams supported this idea  ·  Oct 29, 2025

5. Broadcast Email Font capabilities

   26 votes

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   2 comments  ·  Redtail CRM » Broadcast Email  ·  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!

   An error occurred while saving the comment
   Chloe Williams commented  ·  Oct 29, 2025  ·  Delete…

   There are so many different comments suggesting this feature. Please give an update soon!

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6. Add Delegate Access for Broadcast Emails

   29 votes

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   0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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   Chloe Williams supported this idea  ·  Oct 29, 2025

7. Font size

   28 votes

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   0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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   Chloe Williams supported this idea  ·  Oct 29, 2025

8. cc

   15 votes

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   0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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   Chloe Williams supported this idea  ·  Oct 29, 2025

9. Broadcast email and email addresses

   15 votes

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   0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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   Chloe Williams supported this idea  ·  Oct 29, 2025

10. More options when sending broadcast emails

    6 votes

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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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    Chloe Williams supported this idea  ·  Oct 29, 2025

11. allow admins to send emails on behalf of other reps

    4 votes

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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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    Chloe Williams supported this idea  ·  Oct 29, 2025

12. I would like more font options in the email template builder

    5 votes

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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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    Chloe Williams supported this idea  ·  Oct 29, 2025

13. Broad

    4 votes

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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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    Chloe Williams supported this idea  ·  Oct 29, 2025

14. text color

    6 votes

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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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    Chloe Williams supported this idea  ·  Oct 29, 2025

15. broadcast email

    6 votes

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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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    Chloe Williams supported this idea  ·  Oct 29, 2025

16. UDFs should be able to be used in the advanced search feature.

    438 votes

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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

    Chloe Williams supported this idea  ·  Oct 29, 2025

17. Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account

    24 votes

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    1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Chloe Williams supported this idea  ·  Oct 29, 2025

18. 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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    Chloe Williams supported this idea  ·  Oct 29, 2025

19. RMD Ages in Contact Information

    80 votes

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    7 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!

    Chloe Williams supported this idea  ·  Oct 29, 2025

20. RMD -Beneficiary IRA at any age

    4 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Chloe Williams supported this idea  ·  Oct 29, 2025