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1. Add a notification for PAST DUE tasks, workflows, etc.

   39 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  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!

   Rachel supported this idea  ·  Jul 7, 2021

2. Add an Estate Planning Tab

   103 votes

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   2 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!

   Rachel supported this idea  ·  Jul 7, 2021

3. On the contact search results page make the columns sort-able.

   104 votes

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   13 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!

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   Rachel commented  ·  Apr 8, 2020  ·  Delete…

   Yes Please, it just took me 2x as long to select items from search results because I could not sort the client's names alphabetically. Pain!

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