My feedback

30 results found

1. Allow Tasks to be moved between workflow Steps

   603 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!

   Operations Manager supported this idea  ·  Jul 21, 2021

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

   1,374 votes

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   71 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!

   Operations Manager supported this idea  ·  Jul 21, 2021

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

   33 votes

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

4. Customized Reports exported to PDF

   61 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

5. RMD Value & Information section

   1,973 votes

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   97 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

6. 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.

   50 votes

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

7. 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

8. be able to choose multiple categories on an activity

   27 votes

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

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

   34 votes

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

10. 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!

    Operations Manager supported this idea  ·  Jun 12, 2020