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9 results found

1. Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

   87 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!

   Matthew Romney supported this idea  ·  Mar 3, 2023

2. From Workflow to Workflow

   87 votes

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   2 comments  ·  Redtail CRM » Automations  ·  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!

   Matthew Romney supported this idea  ·  Mar 3, 2023

3. Under Workflow Steps - Where the "Mail Merge" Option is, there should be an "E-Mail Merge" as an option

   28 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  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!

   Matthew Romney supported this idea  ·  Mar 3, 2023

4. Add age or birthdate on family page

   16 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Matthew Romney shared this idea  ·  Dec 4, 2021

5. Automation Trigger Event: Client Age

   93 votes

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   3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Matthew Romney supported this idea  ·  Feb 18, 2021

6. Outcome of one workflow feed into another workflow

   500 votes

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   21 comments  ·  Redtail CRM » Automations  ·  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!

   Matthew Romney supported this idea  ·  Feb 18, 2021

7. Account Nickname

   47 votes

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   3 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  Redtail Development Team responded

   This 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!

   Matthew Romney supported this idea  ·  Apr 10, 2020

8. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

   49 votes

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

9. Add Additional Fields to the Client Review Section

   348 votes

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   18 comments  ·  Redtail CRM » Client Reviews  ·  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!