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1. add a designated beneficiary area for beneficiary information.

   105 votes

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   1 comment  ·  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!

   Joshua DeJohn supported this idea  ·  Apr 16, 2021

2. Attach file in bulk notes

   25 votes

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   2 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Joshua DeJohn shared this idea  ·  Jul 23, 2020

3. beneficiary information

   33 votes

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   0 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!

   Joshua DeJohn supported this idea  ·  Oct 11, 2019

4. Need a spot to add beneficiary info without creating beneficiary as a contact.

   199 votes

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   4 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!

   Joshua DeJohn supported this idea  ·  Oct 11, 2019