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1. Add "On Creation Date" to the Step Due in a workflow Step.

   38 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  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 shared this idea  ·  Dec 21, 2018

2. Portfolio Reporting

   297 votes

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   24 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  ·  May 22, 2018  ·  Delete…

   Add the insurance policy's face amount to the Portfolio Beneficiary Report. Report only shows balance and when client has multiple policies with same company it is difficult to differentiate on the report.

   Please, Thank you!

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   Anonymous supported this idea  ·  May 22, 2018

3. Age Based Triggers

   873 votes

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   26 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!

   Anonymous supported this idea  ·  Apr 6, 2018
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   Anonymous commented  ·  Apr 6, 2018  ·  Delete…

   or how about based on a specific date in the system like policy date>

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