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37 results found

1. account closed date

   18 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Andrea Nelson supported this idea  ·  September 19, 2022

2. Hide Default Categories (AGAIN)

   18 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Andrea Nelson supported this idea  ·  September 19, 2022

3. Dates for reports should let you see more than 365 days in the past. Not all policies have annual renewal dates.

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Andrea Nelson shared this idea  ·  September 19, 2022

4. Navigate to Account Overview on Search on Account Number

   10 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   Andrea Nelson supported this idea  ·  September 19, 2022

5. Run reports and segment clients by premium amount

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Andrea Nelson shared this idea  ·  August 18, 2021

6. Show Multi-day Activities in Today's Overview "Open Activities" Section

   28 votes

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   1 comment  ·  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!

   Andrea Nelson supported this idea  ·  July 19, 2021

7. Add a date field under Financials in the Strategic Allocation Model section

   9 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Andrea Nelson shared this idea  ·  April 08, 2021

8. Drivers License number

   15 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Andrea Nelson supported this idea  ·  January 15, 2021

9. Automation - Seminar Attendee Status Change Initiate Broadcast Email Template to Attendee

   34 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Andrea Nelson supported this idea  ·  January 15, 2021

10. Under "Open Activities" Please add a column for the date the activity was made

    23 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Andrea Nelson supported this idea  ·  January 15, 2021

11. Use control key to automatically enter a date stamp and name of Redtail User

    21 votes

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    1 comment  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Andrea Nelson supported this idea  ·  January 15, 2021

12. notes comments should be viewable on the notes screen without having to click on them

    35 votes

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    2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Andrea Nelson supported this idea  ·  January 15, 2021

13. nickname

    91 votes

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    6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Andrea Nelson supported this idea  ·  January 15, 2021

14. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    192 votes

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    7 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Andrea Nelson supported this idea  ·  January 15, 2021

15. Permissions

    110 votes

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    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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    Andrea Nelson supported this idea  ·  January 15, 2021

16. Option to choose privacy for activities when creating them

    12 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Andrea Nelson shared this idea  ·  January 15, 2021

17. Add Timestamp Shortcut

    24 votes

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    3 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Andrea Nelson supported this idea  ·  December 17, 2020

18. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    83 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Andrea Nelson supported this idea  ·  December 17, 2020

19. Option to make fields required when entering accounts

    15 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Andrea Nelson shared this idea  ·  December 16, 2020

20. Ability to merge Tag Groups

    6 votes

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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Andrea Nelson shared this idea  ·  December 15, 2020