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4 results found

1. Invoicing

   18 votes

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   3 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!

   Anonymous supported this idea  ·  Aug 2, 2018

2. PDF Orientation in Portrait or Landscape

   211 votes

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   29 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!

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   Anonymous commented  ·  Apr 25, 2018  ·  Delete…

   The new landscape format is harder to read and doesn't keep any formatting, ie: bolding or underlining. If you bold or underline action items it should print out those changes.

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   Anonymous supported this idea  ·  Apr 25, 2018

3. Create a Client Review at the Household Level

   111 votes

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   6 comments  ·  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!

   An error occurred while saving the comment
   Anonymous commented  ·  Nov 6, 2017  ·  Delete…

   clone feature please

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   Anonymous supported this idea  ·  Nov 6, 2017

4. Make it possible to change a client's next review date without changing first review date!

   552 votes

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   34 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Anonymous supported this idea  ·  Nov 6, 2017