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4 results found

1. Multiple Attachments to Broadcast Emails

   26 votes

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   4 comments  ·  Redtail CRM » Bulk Actions  ·  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!

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   Ixy commented  ·  Sep 3, 2020  ·  Delete…

   llona thank you for the work around!! not too bad!

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   Ixy supported this idea  ·  Sep 3, 2020

2. History of Client Reviews

   193 votes

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   9 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Ixy supported this idea  ·  Oct 25, 2018

3. Create a Client Review at the Household Level

   114 votes

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   6 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Ixy supported this idea  ·  Oct 25, 2018
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   Ixy commented  ·  Oct 25, 2018  ·  Delete…

   agreed! copy review to spouse just as we do comments!

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4. reviews

   61 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Ixy supported this idea  ·  Oct 25, 2018