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35 results found

1. Report that will run last Client Review date

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   1 comment  ·  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!

   Joan supported this idea  ·  April 13, 2023

2. Client Review Report

   83 votes

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   3 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!

   Joan supported this idea  ·  April 13, 2023

3. activity permissions report

   9 votes

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   1 comment  ·  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!

   Joan supported this idea  ·  April 13, 2023

4. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

   80 votes

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   4 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!

   Joan supported this idea  ·  April 13, 2023

5. Beneficiary Report

   107 votes

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   8 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!

   Joan supported this idea  ·  April 13, 2023

6. Automatic Spouse Contact Record Should Inherit Permissions

   19 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Joan supported this idea  ·  April 13, 2023

7. Activity template permissions

   6 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Joan supported this idea  ·  April 13, 2023

8. Viewing permissions for contact list

   9 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!

   Joan supported this idea  ·  April 13, 2023

9. Expand Conditions for Automating Permissions / Roles

   19 votes

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   0 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!

   Joan supported this idea  ·  April 13, 2023

10. Bulk Update Opportunities Permissions

    12 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Joan supported this idea  ·  April 13, 2023

11. permissions

    9 votes

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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Joan supported this idea  ·  April 13, 2023

12. Searching notes

    6 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Joan shared this idea  ·  April 19, 2022

13. Add pinned notes to Latest Notes screen.

    84 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Joan supported this idea  ·  April 19, 2022

14. Allow Notes to be in the Advanced Search

    15 votes

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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Joan supported this idea  ·  April 19, 2022

15. Note Report in Portrait mode

    36 votes

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    0 comments  ·  Redtail CRM » Notes  ·  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!

    Joan supported this idea  ·  September 12, 2019

16. Add photo images to Notes section of client profile

    13 votes

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    0 comments  ·  Redtail CRM » Notes  ·  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!

    Joan supported this idea  ·  September 12, 2019

17. Dynamic Workflow Due Dates

    364 votes

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    15 comments  ·  Redtail CRM » Workflows  ·  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!

    Joan supported this idea  ·  December 27, 2018

18. Option to NOT notify existing activities attendees

    49 votes

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    1 comment  ·  Redtail CRM » Notifications  ·  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!

    Joan supported this idea  ·  December 27, 2018

19. Customize Email viewing permissions

    488 votes

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    56 comments  ·  Redtail CRM » Email  ·  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
    Joan commented  ·  December 27, 2018  ·  Delete…

    I agree as well. We cannot have everyone in the office seeing all emails from our advisers. Some of our advisers are under contract and have their own businesses, but use our CRM system. We must have the ability of all our staff to just see the emails of clients in our CRM, not ALL emails that anyone has in their inbox! Please FIX THIS.

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    Joan supported this idea  ·  December 27, 2018

20. Billable Time Tracking

    377 votes

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    43 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!

    Joan supported this idea  ·  December 27, 2018