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14 results found

1. Documents CRM

   27 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Judy Gerbig supported this idea  ·  July 17, 2020

2. Documents

   189 votes

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   18 comments  ·  Redtail CRM » Documents  ·  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!

   Judy Gerbig supported this idea  ·  July 14, 2020

3. Email a document from the CRM Document Storage section

   49 votes

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   1 comment  ·  Redtail CRM » Documents  ·  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!

   Judy Gerbig supported this idea  ·  July 14, 2020

4. linking documents

   85 votes

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   1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Judy Gerbig supported this idea  ·  July 14, 2020

5. Role's & and automation's

   32 votes

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   0 comments  ·  Redtail CRM » Automations  ·  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!

   Judy Gerbig supported this idea  ·  June 22, 2020

6. Have an automation to set Roles based on Writing Advisor

   48 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Judy Gerbig shared this idea  ·  June 22, 2020

7. Auto-Assign CSA Role Based on Advisor

   38 votes

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   1 comment  ·  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!

   Judy Gerbig supported this idea  ·  June 22, 2020

8. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

   76 votes

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   8 comments  ·  Redtail CRM » Automations  ·  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!

   Judy Gerbig supported this idea  ·  June 22, 2020

9. Workflow Complete Triggers Additional Workflow

   271 votes

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   6 comments  ·  Redtail CRM » Automations  ·  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!

   Judy Gerbig supported this idea  ·  June 18, 2020

10. From Workflow to Workflow

    81 votes

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    2 comments  ·  Redtail CRM » Automations  ·  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!

    Judy Gerbig supported this idea  ·  June 18, 2020

11. Create a Bulk Action that allows Assigned Tasks in a Workflow to be reassigned to a User or Team.

    45 votes

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    1 comment  ·  Redtail CRM » Bulk Actions  ·  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!

    Judy Gerbig supported this idea  ·  June 18, 2020

12. Fill in Type from the Account Class Field fed in from LPL Account Data

    30 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Judy Gerbig supported this idea  ·  June 17, 2020

13. Client Review - it would be helpful to be able to add the "last review date"

    63 votes

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    1 comment  ·  Redtail CRM » Client Reviews  ·  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!

    Judy Gerbig supported this idea  ·  June 16, 2020

14. Change First Review to Last Review under Client Review

    437 votes

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    27 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!

    Judy Gerbig supported this idea  ·  June 16, 2020