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1. Put the head of household symbol next to the name that automatically appears in the drop down when searching for a client.

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Kaitlin Theobald shared this idea  ·  Mar 25, 2024

2. Segment contacts by different colors on contact page

   35 votes

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   0 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!

   Kaitlin Theobald shared this idea  ·  Oct 9, 2019

3. "Estimated Tax Information" customization

   18 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  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!

   Kaitlin Theobald shared this idea  ·  Apr 1, 2019

4. Please add more robust tax report capabilities

   25 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Kaitlin Theobald shared this idea  ·  Apr 16, 2018