My feedback

6 results found

1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

   1,855 votes

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   131 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Lindsey supported this idea  ·  Aug 7, 2020

2. Risk tolerance options in Redtail Tailwag

   153 votes

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   9 comments  ·  Redtail CRM » Know Your Client  ·  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!

   Lindsey supported this idea  ·  Aug 4, 2020

3. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

   74 votes

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   2 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!

   Lindsey supported this idea  ·  Jul 17, 2020

4. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

   87 votes

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

   An error occurred while saving the comment
   Lindsey commented  ·  Jul 17, 2020  ·  Delete…

   Yes, this would be great!! I was just looking for this today!

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   Lindsey supported this idea  ·  Jul 17, 2020

5. synchronize wedding anniversary

   64 votes

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   3 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!

   Lindsey supported this idea  ·  Jul 17, 2020

6. Allow Tasks to be moved between workflow Steps

   609 votes

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   40 comments  ·  Redtail CRM » Workflows  ·  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!

   An error occurred while saving the comment
   Lindsey commented  ·  Jun 12, 2020  ·  Delete…

   Yes, please!!! I've been working on creating workflows today and I could have used this feature several times.

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   Lindsey supported this idea  ·  Jun 12, 2020