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18 results found

1. Please make options for memberships non-gender specific. ex: sibling instead of brother or sister.

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   1 comment  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Rhonda supported this idea  ·  Feb 4, 2022

2. A global setting that would put spouses name in the Additional Linked Contact field automatically

   15 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Rhonda supported this idea  ·  Feb 4, 2022

3. Adding RMD INFO. Tab - nexto Misc Client Info

   26 votes

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   2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Rhonda supported this idea  ·  Feb 4, 2022

4. Drag activities to organize

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   1 comment  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Rhonda supported this idea  ·  Feb 4, 2022

5. Activities - Linking Spouse/Significant other

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Rhonda supported this idea  ·  Feb 4, 2022

6. workflow tasks on calendar

   41 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Rhonda supported this idea  ·  Feb 4, 2022

7. Folders for use inside Documents

   63 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Rhonda supported this idea  ·  Oct 15, 2021

8. printer friendly workflow

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Rhonda supported this idea  ·  Oct 15, 2021

9. Imbedding Documents/Files into Workflow Tasks

   32 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Rhonda supported this idea  ·  Oct 15, 2021

10. Link documents to workflows

    19 votes

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    2 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Rhonda supported this idea  ·  Oct 15, 2021

11. client since

    23 votes

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    1 comment  ·  Redtail CRM » Know Your Client  ·  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!

    Rhonda supported this idea  ·  Oct 15, 2021

12. Know Your Client Options

    27 votes

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    1 comment  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Rhonda supported this idea  ·  Oct 15, 2021

13. Household names and labels

    29 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Rhonda supported this idea  ·  Oct 15, 2021

14. need to connect adult children to thier parents, women often have different last names. Hard to find 3 years later.

    19 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Rhonda supported this idea  ·  Oct 15, 2021

15. Option to change the note time stamp

    44 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Rhonda supported this idea  ·  Oct 15, 2021

16. Would be great if monthly calendar view could scroll from month to month

    12 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Rhonda shared this idea  ·  Oct 15, 2021

17. Notes to head of household automatically copy to spouse's contact

    25 votes

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    4 comments  ·  Redtail CRM » Contact Record  ·  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!

18. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

    74 votes

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    2 comments  ·  Redtail CRM » Contact Record  ·  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!