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11 results found

1. Mask PII (SSN, DOB, account numbers) from certain users

   27 votes

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   2 comments  ·  Redtail CRM » Settings & Preferences  ·  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!

   Brian C. Beasley shared this idea  ·  Jan 15, 2019

2. Mask client account numbers

   12 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  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!

   Brian C. Beasley supported this idea  ·  Jan 15, 2019

3. Please add Memberships to the Profile Form

   146 votes

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   15 comments  ·  Redtail CRM » Know Your Client  ·  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!

   Brian C. Beasley supported this idea  ·  Oct 27, 2017

4. Customize Personal Profile Form

   468 votes

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   40 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!

   An error occurred while saving the comment
   Brian C. Beasley commented  ·  Oct 27, 2017  ·  Delete…

   I would prefer a professional looking form (for a contact to complete in the lobby), rather than an export to Excel.

   Save Submitting...
   Brian C. Beasley supported this idea  ·  Oct 27, 2017

5. add a button allowing for instant access between Imaging and CRM from any page.

   16 votes

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   1 comment  ·  Redtail Imaging » Other  ·  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!

   Brian C. Beasley shared this idea  ·  May 12, 2016

6. Pre-Populate Index Fields

   133 votes

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   4 comments  ·  Redtail Imaging » Indexing  ·  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!

   Brian C. Beasley supported this idea  ·  May 12, 2016

7. Folder / subfolder overview

   29 votes

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   3 comments  ·  Redtail Imaging » Files/ Folders  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   
   

   Brian C. Beasley supported this idea  ·  May 12, 2016

8. Triggers

   251 votes

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   12 comments  ·  Redtail CRM » Automations  ·  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!

   Brian C. Beasley supported this idea  ·  Feb 27, 2016

9. Automation templates & recurring workflows

   533 votes

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   17 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!

   Brian C. Beasley supported this idea  ·  Feb 27, 2016

10. Activity Completed Trigger

    275 votes

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    10 comments  ·  Redtail CRM » Automations  ·  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!

    Brian C. Beasley supported this idea  ·  Feb 27, 2016

11. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    45 votes

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    1 comment  ·  Redtail CRM » Automations  ·  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!

    Brian C. Beasley shared this idea  ·  May 11, 2015