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1. leap

   1 vote

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   0 comments  ·  Redtail CRM » Calendar  ·  Edit…  ·  Delete…  ·  Admin →
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   Roxane Snipe shared this idea  ·  March 03, 2021

2. insurance license

   28 votes

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   0 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!

   Roxane Snipe supported this idea  ·  May 15, 2020

3. Entity as own family/household for client relationship count purposes

   31 votes

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   1 comment  ·  Redtail CRM » Family  ·  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!

   Roxane Snipe supported this idea  ·  March 23, 2020