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1. Redtail Support Chat

   37 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Daniel Malone supported this idea  ·  Mar 8, 2021

2. More Automation Triggers!

   137 votes

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   3 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!

   Daniel Malone supported this idea  ·  Mar 4, 2021

3. Workflow automation to create Activities

   325 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!

   Daniel Malone supported this idea  ·  Mar 4, 2021

4. Contacts > Accounts > Display Account Title/Name

   44 votes

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  Redtail Development Team responded

   This 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!

   Daniel Malone supported this idea  ·  May 29, 2018

5. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

   49 votes

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   Daniel Malone supported this idea  ·  May 29, 2018

6. RMD Value & Information section

   1,963 votes

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   95 comments  ·  Redtail CRM » Accounts  ·  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!

   Daniel Malone supported this idea  ·  May 29, 2018