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1. trusted contact

   36 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   DEE STONE supported this idea  ·  Aug 26, 2020

2. Deceased Client with no Family except a Sister or Brother - How to Link them together

   7 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   DEE STONE shared this idea  ·  Aug 26, 2020

3. "significant other, fiancee

   56 votes

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   2 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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4. Documents

   192 votes

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   18 comments  ·  Redtail CRM » Documents  ·  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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   DEE STONE commented  ·  May 21, 2019  ·  Delete…

   WHEN YOU UPLOAD INTO DOCUMENTS OR NOTES, THERE IS NOTHING THAT SHOWS THE ITEM IS THERE UNLESS YOU OPENT IT. iT WOULD BE NICE IF THERE AN iTEM COUNT NEXT TO IT SO USERS WOULD KNOW THERE IS SOMETHING UPLOAD UNDER THAT ITEM. EXAMPLE: DOCUMENTS ( 2 ) Notes ( 3 ) AND INCREASE THE NUMBER AS AN ITEM IS UPLOAD UNDER THAT SPECIFIC CATEGORY. ANY QUESTIONS LET ME KNOW. THANK YOU FOR LOOKING AT THIS SUGGESTION AND HAVE A NICE DAY.

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   DEE STONE supported this idea  ·  May 21, 2019