Bridget Johnson

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13 results found

1. Retriever and Outlook calendar - link to contact based on email address of invitee

   35 votes

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   0 comments  ·  Redtail CRM » Retriever Cloud  ·  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!

   Bridget Johnson supported this idea  ·  May 27, 2026

2. retriever cloud

   46 votes

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   7 comments  ·  Redtail CRM » Retriever Cloud  ·  Delete…  ·  Admin →
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   Bridget Johnson supported this idea  ·  May 27, 2026

3. Add the "Is Head of Household" field to Custom Export Template

   23 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Bridget Johnson supported this idea  ·  May 18, 2026

4. Auto-Assign CSA Role Based on Advisor

   41 votes

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   1 comment  ·  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!

   Bridget Johnson supported this idea  ·  Apr 22, 2026

5. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

   88 votes

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   8 comments  ·  Redtail CRM » Automations  ·  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!

   Bridget Johnson supported this idea  ·  Apr 22, 2026

6. Add roles to the main page for a contact

   213 votes

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   14 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!

   Bridget Johnson supported this idea  ·  Apr 22, 2026

7. Roles & Permissions Changes & Customizations

   38 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Bridget Johnson supported this idea  ·  Apr 22, 2026

8. Expand Conditions for Automating Permissions / Roles

   25 votes

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   0 comments  ·  Redtail CRM » Automations  ·  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!

   Bridget Johnson supported this idea  ·  Apr 22, 2026

9. Client Review - it would be helpful to be able to add the "last review date"

   82 votes

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   1 comment  ·  Redtail CRM » Client Reviews  ·  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!

   Bridget Johnson supported this idea  ·  Apr 17, 2026

10. custom export udf

    48 votes

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    0 comments  ·  Redtail CRM » Custom Exports  ·  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!

    Bridget Johnson supported this idea  ·  May 18, 2026

11. Name in "Referred By" window be hyper-linked to Contact's Record

    46 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Bridget Johnson supported this idea  ·  Mar 30, 2026

12. Add customizable fields in Opportunities/ability to add or remove fields when viewing Opportunities

    10 votes

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    1 comment  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Bridget Johnson supported this idea  ·  Mar 30, 2026

13. Custom Export Field for Last Review Activity Date

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    0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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    Bridget Johnson shared this idea  ·  Mar 12, 2026