Michael

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10 results found

1. Column View for Opportunities

   14 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Michael supported this idea  ·  Mar 10, 2026

2. Make Opportunities more efficient

   11 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Michael supported this idea  ·  Mar 10, 2026

3. paulseizert

   9 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Michael supported this idea  ·  Mar 10, 2026

4. est liquid net worth reporting

   1 vote

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Michael shared this idea  ·  Feb 5, 2025

5. things to do today

   9 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Michael shared this idea  ·  Oct 5, 2023

6. color

   25 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Michael supported this idea  ·  Oct 4, 2023

7. Color code tasks from the Dashboard, not just the Calendar

   5 votes

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   0 comments  ·  Redtail CRM » Activities  ·  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!

   Michael supported this idea  ·  Oct 4, 2023

8. Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar

   15 votes

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   0 comments  ·  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!

   Michael supported this idea  ·  Oct 4, 2023

9. Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page

   20 votes

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   1 comment  ·  Redtail CRM » Activities  ·  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!

   Michael supported this idea  ·  Oct 5, 2023

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

    214 votes

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    4 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Michael supported this idea  ·  May 12, 2020
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    Michael commented  ·  May 12, 2020  ·  Delete…

    need more information inputs in the beneficiary tab. DOB, Soc, relationship with account holder, etc

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