Scott Crane
My feedback
56 results found
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33 votes
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!
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251 votes
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873 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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348 votes
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775 votes
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571 votes
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1,374 votes
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An error occurred while saving the comment An error occurred while saving the comment Scott Crane
commented
Remove the Memberships section and expand the Family section, so that on one page it is divided into the following segments:
1. Immediate Family (keep the family name section here)
2. Extended Family
3. Friends/Co-Workers
4. Business/Professional RelationshipsWe should not have to click several different places to find out who are client is related to. It makes for a more complicated user experience. Why not have have everything in one location. Less clicks the better.
Thanks!
Scott Crane
supported this idea
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51 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Scott Crane
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36 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Scott Crane
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74 votes
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
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27 votes
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
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111 votes
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Scott Crane
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27 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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41 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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Scott Crane
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52 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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1,251 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Scott Crane
supported this idea
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Currently we have to add professional contacts in two places (memberships & professional contacts) and family in two places (family & memberships). We should only have to add contacts in one place, and we should be able to view all contacts in one place without having to run a report.
This could be done with a simple Contacts or Relationships section. Showing Family, Extended Family, Friends, and Professional/Business Contacts.