Kristen Crouthamel
My feedback
41 results found
-
60 votes
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!
An error occurred while saving the comment Kristen Crouthamel
supported this idea
·
-
49 votes
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!
Kristen Crouthamel
supported this idea
·
-
72 votes
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!
Kristen Crouthamel
supported this idea
·
-
86 votes
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!
Kristen Crouthamel
supported this idea
·
-
7 votesKristen Crouthamel
supported this idea
·
-
12 votes
An error occurred while saving the comment Kristen Crouthamel
commented
PLEASE ADD! As stated in other "marital status" requests, the only way their partner shows up in the basic contact bar at the top is if you "marry" them with a "married" status. It would be nice to say in the contact status bar at the top, "Engaged to" or "life partner" or "domestic partner" and I would like to add "Significant Other" to the marital status list as well. So that, if selected, then the contact status bar at the top would be "Signification other of Bob Smith", for example. Or Engaged to "Mary Smith", and visa versa.
Kristen Crouthamel
supported this idea
·
-
41 votes
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!
Kristen Crouthamel
supported this idea
·
-
56 votes
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!
An error occurred while saving the comment Kristen Crouthamel
commented
Also, if in the contact status bar at the top, for it to say "Engaged to" would be helpful. The only way their partner shows up is if you "marry" them with a "married" status. There are other suggest a features on this also for "life partner" or "domestic partner" and I would like to add "Significant Other" to the marital status list as well. So that, if selected, then the contact status bar at the top would be "Signification other of Bob Smith".
Kristen Crouthamel
supported this idea
·
-
59 votes
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!
Kristen Crouthamel
supported this idea
·
-
42 votes
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!
Kristen Crouthamel
supported this idea
·
-
36 votes
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!
Kristen Crouthamel
supported this idea
·
-
32 votes
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!
An error occurred while saving the comment Kristen Crouthamel
commented
I just called Redtail about this today. Right now, you have to create a quicklist, customized for what data you're trying to mine - i.e. "professional contact = CPA = smith" or whatever you're looking for, and then create a custom export with the professional contact info and whatever other identifying info you want on the report. Then run that quicklist and run teh custom export. A lot of extra work.
This suggession should work like the "memberships" section does. If that professional contact is tied to 100 clients as their "CPA" or "Attorney", then we should be able to click on them and quickly see all of that CPA or Attorney's linked clients, just like we can with family members and others in memberships. Furthermore, it would be nice to be able to export that data easily as well.THANKS!!
Kristen Crouthamel
supported this idea
·
-
31 votes
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!
Kristen Crouthamel
supported this idea
·
-
15 votes
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!
Kristen Crouthamel
supported this idea
·
-
7 votesKristen Crouthamel
shared this idea
·
-
15 votes
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!
-
23 votes
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!
-
20 votes
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!
-
12 votes
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!
-
141 votes
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!
Kristen Crouthamel
supported this idea
·
AGREE! As stated in other "marital status" requests, the only way their partner shows up in the basic contact bar at the top is if you "marry" them with a "married" status. It would be nice to say in the contact status bar at the top, "Engaged to" or "life partner of" or "domestic partner of" and I would like to add "Significant Other" to the marital status list as well. So that, if selected, then the contact status bar at the top would be "Signification other of Bob Smith", for example. Or Engaged to "Mary Smith", and visa versa.