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26 results found

1. Email a document from the CRM Document Storage section

   49 votes

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   1 comment  ·  Redtail CRM » Documents  ·  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!

   Anna Dujan supported this idea  ·  February 08, 2024

2. in the CRM document upload section be able to label the category/ account while uploading documtment

   18 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Anna Dujan supported this idea  ·  February 08, 2024

3. note document

   20 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Anna Dujan supported this idea  ·  February 08, 2024

4. Improve Seminars

   7 votes

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   0 comments  ·  Redtail CRM » Seminar  ·  Delete…  ·  Admin →
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   Anna Dujan shared this idea  ·  October 19, 2021

5. Auto Reply SPEAK

   15 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Anna Dujan shared this idea  ·  July 09, 2021

6. Text multiple contacts on a group client text through SPEAK

   30 votes

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   2 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!

   Anna Dujan supported this idea  ·  July 09, 2021

7. Retirement Date - this would be great to see on the client's contact card.

   9 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Anna Dujan supported this idea  ·  June 23, 2021

8. Make it a site preference that activities and workflows have to link to a contact

   15 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Anna Dujan supported this idea  ·  June 23, 2021

9. Ability to Print Family Notes

   11 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anna Dujan supported this idea  ·  June 23, 2021

10. filter activity by category

    19 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Anna Dujan supported this idea  ·  June 23, 2021

11. More visibility for Opportunities

    17 votes

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    1 comment  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Anna Dujan commented  ·  June 23, 2021  ·  Delete…

    Definitely should be there!

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    Anna Dujan supported this idea  ·  February 10, 2021

12. Add to Notes Follow Up

    9 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anna Dujan shared this idea  ·  June 23, 2021

13. Link opportunities to the calendar. Particularly link close dates.

    16 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Anna Dujan shared this idea  ·  February 09, 2021

14. Opportunity Report - need date range in the filter so I can see when opportunities were opened

    26 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  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!

    Anna Dujan supported this idea  ·  December 11, 2019

15. Add a Count of Open Opportunities to the Contact Overview Stats Bar

    4 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  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!

    Anna Dujan supported this idea  ·  September 26, 2019

16. In the family tree, the trust needs to able to be added as a bene.

    29 votes

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    0 comments  ·  Redtail CRM » Family  ·  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!

    Anna Dujan shared this idea  ·  June 06, 2019

17. Add more fields under beneficiaries

    489 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!

    Anna Dujan supported this idea  ·  June 06, 2019

18. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes

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    68 comments  ·  Redtail CRM » Family  ·  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!

    Anna Dujan supported this idea  ·  June 06, 2019

19. 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!

    Anna Dujan supported this idea  ·  June 06, 2019

20. Create an Activity from the Opportunity Tracker

    262 votes

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    25 comments  ·  Redtail CRM » Opportunities  ·  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!

    Anna Dujan supported this idea  ·  April 09, 2019