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1. When adding employment to a client please don’t automatically create a separate contact for the employer

   49 votes

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   7 comments  ·  Redtail CRM » Contact Add Screen  ·  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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   Reed Terry commented  ·  January 03, 2019  ·  Delete…

   Making a new contact from a clients employer is confusing and stupid.

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2. add client review reminder to the mobile ap

   112 votes

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   Planned  ·  13 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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   Reed Terry supported this idea  ·  January 03, 2019