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53 results found

1. Automation Activity Update

   49 votes

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   4 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!

   Scott Crane supported this idea  ·  Sep 24, 2020

2. Workflow automation to create Activities

   340 votes

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   10 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!

   Scott Crane supported this idea  ·  Sep 24, 2020

3. Target Dates Based on Previous Step

   31 votes

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   1 comment  ·  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!

   Scott Crane supported this idea  ·  Sep 23, 2020

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

   41 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!

   Scott Crane supported this idea  ·  Sep 23, 2020

5. Make a workflow step's due date relative to previous step's completion

   95 votes

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   1 comment  ·  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!

   Scott Crane supported this idea  ·  Sep 23, 2020

6. Dynamic Workflow Due Dates

   420 votes

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   20 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!

   Scott Crane supported this idea  ·  Sep 23, 2020

7. Add "Start Date" and "Date Previous Step Completed" as Step Due Anchors

   33 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!

   Scott Crane supported this idea  ·  Sep 23, 2020

8. Orion Advisor Integration - Link the Redtail client back to the Orion Household during auto-link

   17 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Scott Crane supported this idea  ·  Sep 23, 2020

9. Scheduling & Confirmations

   154 votes

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   4 comments  ·  Redtail CRM » Integrations  ·  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!

   Scott Crane supported this idea  ·  Sep 23, 2020

10. Custom Trigger Events

    217 votes

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    18 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!

    Scott Crane supported this idea  ·  Sep 18, 2020

11. Add Ability to Bulk Re-Categorize Completed Activities

    6 votes

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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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    Scott Crane shared this idea  ·  Sep 18, 2020

12. Mark Activity Incomplete or Canceled

    34 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Scott Crane shared this idea  ·  Sep 18, 2020

13. ACTIVITY NOTE

    18 votes

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    2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Scott Crane supported this idea  ·  Sep 23, 2020

14. Things to Do Today

    26 votes

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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!

    Scott Crane supported this idea  ·  Sep 23, 2020

15. **Please don't classify activities as past due until after the end date**

    106 votes

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    11 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!

    Scott Crane supported this idea  ·  Sep 18, 2020

16. Auto-Assign CSA Role Based on Advisor

    38 votes

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    1 comment  ·  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!

    Scott Crane supported this idea  ·  Feb 11, 2020

17. Servicing Advisor = Advisor Role

    79 votes

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    4 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!

    Scott Crane supported this idea  ·  Feb 11, 2020

18. Employer Switch to Former Employer

    36 votes

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    1 comment  ·  Redtail CRM » Memberships  ·  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!

    Scott Crane shared this idea  ·  Dec 31, 2019

19. Triggers

    260 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!

    Scott Crane supported this idea  ·  Sep 12, 2019

20. Age Based Triggers

    886 votes

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    27 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!

    Scott Crane supported this idea  ·  Sep 10, 2019