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1. privacy

   6 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Helen shared this idea  ·  Aug 20, 2020

2. in progress

   12 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Helen supported this idea  ·  Aug 20, 2020
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   Helen commented  ·  Aug 20, 2020  ·  Delete…

   I agree! I've had number of request from advisors that they want to know what stage we are in an activity or some kind of acknowledgement that the task is read and begun.

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3. Add field to enter country for passport under Know Your Client (Identifications)

   30 votes

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   8 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!

   Helen supported this idea  ·  May 29, 2020

4. Allow more than one attachment when using internal email

   16 votes

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   1 comment  ·  Redtail CRM » Email  ·  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!

   Helen shared this idea  ·  May 29, 2020