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19 results found

1. Entering and updating Seminar/Event Attendees

   79 votes

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   4 comments  ·  Redtail CRM » Seminar  ·  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!

   Glen in Canada supported this idea  ·  Nov 9, 2019

2. Seminar

   29 votes

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   0 comments  ·  Redtail CRM » Seminar  ·  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!

   Glen in Canada supported this idea  ·  Nov 9, 2019

3. Show Attendee Status for Seminar in Contact

   38 votes

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   0 comments  ·  Redtail CRM » Seminar  ·  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!

   Glen in Canada supported this idea  ·  Nov 9, 2019

4. ability to schedule a broadcast email

   57 votes

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   0 comments  ·  Redtail CRM » Broadcast Email  ·  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!

   Glen in Canada supported this idea  ·  Feb 24, 2019

5. 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!

   Glen in Canada supported this idea  ·  Feb 20, 2019

6. Add an Estate Planning Tab

   106 votes

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   2 comments  ·  Redtail CRM » Know Your Client  ·  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!

   Glen in Canada supported this idea  ·  Feb 20, 2019

7. Create a Client Review at the Household Level

   160 votes

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   10 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!

   An error occurred while saving the comment
   Glen in Canada commented  ·  Feb 20, 2019  ·  Delete…

   Excellent idea.

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   Glen in Canada supported this idea  ·  Feb 20, 2019

8. default values for every field

   104 votes

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   12 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!

   Glen in Canada supported this idea  ·  Feb 20, 2019

9. Workflow Flow Chart

   355 votes

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   28 comments  ·  Redtail CRM » Workflows  ·  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!

   Glen in Canada supported this idea  ·  Feb 20, 2019

10. Tracking maiden names and name changes.

    183 votes

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    9 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!

    Glen in Canada supported this idea  ·  Feb 20, 2019

11. History of Client Reviews

    296 votes

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    12 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!

    Glen in Canada supported this idea  ·  Feb 20, 2019

12. Add more fields under beneficiaries

    503 votes

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    15 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!

    Glen in Canada supported this idea  ·  Feb 20, 2019

13. Pinned note(s) show first on main Contact Screen Note Box

    176 votes

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    6 comments  ·  Redtail CRM » Notes  ·  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!

    An error occurred while saving the comment
    Glen in Canada commented  ·  Feb 20, 2019  ·  Delete…

    This is a fantastic idea. I hope others vote for it because it would likely be quite easy for the Redtail programmers to implement. Thanks Brenda.

    Save Submitting...
    Glen in Canada supported this idea  ·  Feb 20, 2019

14. Option to view all activities

    392 votes

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    22 comments  ·  Redtail CRM » Activities  ·  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!

    An error occurred while saving the comment
    Glen in Canada commented  ·  Feb 20, 2019  ·  Delete…

    This would be wonderful. Using the custom date range option takes too many steps.

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    Glen in Canada supported this idea  ·  Feb 20, 2019

15. Age Based Triggers

    886 votes

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    27 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!

    Glen in Canada supported this idea  ·  Feb 20, 2019

16. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes

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    35 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!

    Glen in Canada supported this idea  ·  Feb 20, 2019

17. Option to automatically rollover activity

    1,261 votes

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    50 comments  ·  Redtail CRM » Activities  ·  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!

    Glen in Canada supported this idea  ·  Feb 20, 2019

18. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes

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    131 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!

    Glen in Canada supported this idea  ·  Feb 20, 2019

19. Add More Marital Status Options

    48 votes

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    6 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!

    Glen in Canada supported this idea  ·  Feb 20, 2019