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1. Contact UDF

   7 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Corbin shared this idea  ·  October 30, 2019

2. PDF Orientation in Portrait or Landscape

   211 votes

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   29 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!

   Corbin supported this idea  ·  September 20, 2019

3. Notification when ID expires

   111 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!

   An error occurred while saving the comment
   Corbin commented  ·  January 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  ·  January 30, 2019