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13 results found

1. Workflow Task Display on the Today Page

   114 votes

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   4 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!

   Anonymous supported this idea  ·  Jun 18, 2020

2. Customize Personal Profile Form

   465 votes

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   40 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!

   Anonymous supported this idea  ·  Jun 18, 2020

3. Add more fields under beneficiaries

   495 votes

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   15 comments  ·  Redtail CRM » Accounts  ·  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!

   An error occurred while saving the comment
   Anonymous commented  ·  Jun 18, 2020  ·  Delete…

   I agree that being able to link to a contact for beneficiaries would be great!

   Save Submitting...
   Anonymous supported this idea  ·  Jun 18, 2020

4. Option to automatically rollover activity

   1,233 votes

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   49 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!

   Anonymous supported this idea  ·  Jun 18, 2020

5. professional contact

   46 votes

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   0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jun 8, 2020

6. Tracking maiden names and name changes.

   174 votes

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   9 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!

   Anonymous supported this idea  ·  Jun 5, 2020

7. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

   242 votes

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   22 comments  ·  Redtail CRM » Accounts  ·  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!

   Anonymous supported this idea  ·  Jun 5, 2020

8. Include Trusts in the Family Portfolio Value

   254 votes

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   24 comments  ·  Redtail CRM » Family  ·  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!

   Anonymous supported this idea  ·  Jun 5, 2020

9. Account Risk Tolerance and Time Horizon Fields

   292 votes

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   23 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Anonymous supported this idea  ·  Jun 5, 2020

10. Customize Email viewing permissions

    491 votes

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    57 comments  ·  Redtail CRM » Email  ·  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!

    Anonymous supported this idea  ·  Jun 5, 2020

11. Display memberships on the front page of the contact record.

    428 votes

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    22 comments  ·  Redtail CRM » Memberships  ·  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!

    Anonymous supported this idea  ·  Jun 5, 2020

12. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,365 votes

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    69 comments  ·  Redtail CRM » Family  ·  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!

    Anonymous supported this idea  ·  Jun 5, 2020

13. UDFs should be able to be used in the advanced search feature.

    418 votes

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

    Anonymous supported this idea  ·  Jun 5, 2020