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13 results found

1. Alert/warning pop up when clicking on client profile, if "caution" is needed

   22 votes

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   1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jul 23, 2024

2. Contact Card

   28 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jul 23, 2024

3. Add Alerts Feature to Dashboard

   13 votes

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   0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jul 23, 2024

4. Team Notice Acknowledgement

   17 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  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  ·  Jul 23, 2024

5. Moving team notice; rearrange "Today" page

   28 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jul 23, 2024

6. AUM Tracking by Service Advisor added to Dashboard

   7 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jul 23, 2024

7. add "Memberships" to custom exports

   9 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Jul 23, 2024

8. Please add Preferred Email and Phone# as options on the Custom Export Template

   8 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jul 23, 2024

9. Please consider making "Discretionary" a field for custom export.

   7 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jul 23, 2024

10. User Define Fields for Contact & Accounts

    6 votes

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    2 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jul 23, 2024

11. add email address and advisors to Memberships columns

    3 votes

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    0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Jul 23, 2024

12. Add email address to Membership Report

    10 votes

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    0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jul 23, 2024

13. trusted contact

    39 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jun 15, 2020