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1. Billable Time Tracking

   380 votes

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   43 comments  ·  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!

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   david faskas commented  ·  Sep 17, 2019  ·  Delete…

   This is important, obviously, for many advisors. It has been repeatedly requested since 2012. Why hasn't this enhancement been made yet, when many competitors offer this important functionality?

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   david faskas supported this idea  ·  Sep 17, 2019

2. Search for nearby clients list or map view

   27 votes

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

   david faskas supported this idea  ·  Sep 17, 2019