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33 results found

1. Allow user to change default of Things to do today to show past due items

   10 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Operations Manager supported this idea  ·  Jul 21, 2021

2. Activities - Show On Main Page Past Due And Today's Activities

   30 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Operations Manager supported this idea  ·  Jul 21, 2021

3. Notification for Past Due Tasks

   21 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   Operations Manager supported this idea  ·  Jul 21, 2021

4. Contact by AUM report

   70 votes

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   7 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!

   Operations Manager supported this idea  ·  Jun 18, 2021

5. Customized Reports exported to PDF

   58 votes

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   3 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Operations Manager supported this idea  ·  Mar 23, 2021

6. RMD Value & Information section

   1,924 votes

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   94 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!

   Operations Manager supported this idea  ·  Feb 3, 2021

7. Why are there suddenly "&" symbols at the end of so many notes??? Please remove.

   35 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Operations Manager supported this idea  ·  Dec 30, 2020

8. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

   47 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Operations Manager supported this idea  ·  Dec 30, 2020

9. Customizable Beneficiary Report

   21 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Operations Manager supported this idea  ·  Dec 30, 2020

10. market watch

    6 votes

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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    Operations Manager supported this idea  ·  Dec 30, 2020

11. be able to choose multiple categories on an activity

    24 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Operations Manager supported this idea  ·  Dec 30, 2020

12. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

    31 votes

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    3 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Operations Manager supported this idea  ·  Dec 30, 2020

13. Add more fields under beneficiaries

    492 votes

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    14 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!

    Operations Manager supported this idea  ·  Jun 12, 2020