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1. Contact UDF

   13 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   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!

   Corbin shared this idea  ·  Oct 30, 2019

2. Notification when ID expires

   114 votes

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   7 comments  ·  Redtail CRM » Alerts and Warnings  ·  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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   Corbin commented  ·  Jan 30, 2019  ·  Delete…

   Megan is right, the same system as birthday notifications could be used, just a checkbox saying that we want to be notified before the expiration date.

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   Corbin supported this idea  ·  Jan 30, 2019