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1. Advanced Search always available

   50 votes

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   3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   Caleb Weberg supported this idea  ·  May 27, 2020

2. Sync account beneficiary information from Redtail to Emoney

   12 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  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!

   Caleb Weberg supported this idea  ·  May 27, 2020

3. DST Vision Integration

   110 votes

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   4 comments  ·  Redtail CRM » Integrations  ·  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!

   Caleb Weberg supported this idea  ·  May 27, 2020

4. Add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"

   11 votes

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   2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

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   Caleb Weberg commented  ·  May 27, 2020  ·  Delete…

   It would also be helpful if the feed was specified, for those that have multiple account feeds.

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   Caleb Weberg supported this idea  ·  May 27, 2020