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19 results found

1. Know Your Client Options

   27 votes

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   1 comment  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Anna Dujan supported this idea  ·  Oct 16, 2024

2. Portfolio Balance = Total Family/Household balance

   13 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Anna Dujan supported this idea  ·  Oct 16, 2024

3. Bank Account Type

   22 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Anna Dujan supported this idea  ·  Oct 16, 2024

4. Know Your Client added fields / information for Financial Planning

   12 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Anna Dujan supported this idea  ·  Oct 16, 2024

5. Know your client-Review

   3 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Anna Dujan shared this idea  ·  Oct 16, 2024

6. Email a document from the CRM Document Storage section

   53 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  ·  Feb 8, 2024

7. 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  ·  Feb 8, 2024

8. note document

   21 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Anna Dujan supported this idea  ·  Feb 8, 2024

9. filter activity by category

   28 votes

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

10. 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  ·  Feb 9, 2021

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

    27 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  ·  Dec 11, 2019

12. Add more fields under beneficiaries

    503 votes

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    15 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
    How important is this to you?

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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  ·  Jun 6, 2019

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

    1,407 votes

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    71 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  ·  Jun 6, 2019

14. Beneficiary Report

    107 votes

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    11 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  ·  Jun 6, 2019

15. Create an Activity from the Opportunity Tracker

    272 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  ·  Apr 9, 2019

16. Linked Notes in Opportunities

    55 votes

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    3 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  ·  Apr 9, 2019

17. Add Opportunity Notes to Linked Contacts

    155 votes

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    12 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
    How important is this to you?

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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  ·  Apr 9, 2019

18. Linking Activities, Workflows, Notes, Documents, & Opportunities

    361 votes

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    14 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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  ·  Apr 9, 2019

19. RMD Value & Information section

    1,985 votes

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    98 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!

    Anna Dujan supported this idea  ·  Oct 19, 2018