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5 results found

1. Link Bank Account to Investment Accounts

   12 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Adam Obrecht supported this idea  ·  February 20, 2024

2. Bank Account Type

   18 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Adam Obrecht supported this idea  ·  February 20, 2024

3. CUSIP

   6 votes

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   0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Adam Obrecht supported this idea  ·  February 20, 2024

4. Add more fields under beneficiaries

   492 votes

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   14 comments  ·  Redtail CRM » Accounts  ·  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!

   Adam Obrecht supported this idea  ·  February 20, 2024

5. When creating new activity, give users the option to make the "more details page" the default.

   765 votes

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   65 comments  ·  Redtail CRM » Activities  ·  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!

   Adam Obrecht supported this idea  ·  February 20, 2024