Redtail CRM
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9 results found
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Today's Birthdays on the homepage should have the option to send to search
It would be nice to have the option to send the birthdays that show up here directly to search so we can send out bulk emails.
3 votesRedtail’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!
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Allow Default Setting for Past Due Activities/Workflow Items
Please allow a default setting to view all current and past due items. Having to manually find past due items really defeats the point of having assigned items to begin with. Thanks!
35 votesRedtail’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!
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On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is
On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is more than one contact that it say the contact's name, and 2 others... or something similar.
13 votesRedtail’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!
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Enable Custom Columns on Today Screen - We Don't Use Location
It would be nice if there was a way to remove the location column on the today screen. We never use it and it takes up space. Additionally, if there was a way to customize columns that are viewable on the Today Overview page, it could be very helpful.
44 votesRedtail’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!
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Team Notices
I love the Team Notices feature and it's very convenient, I do wish that there was a way that other team members would get a notification or an alert when a new Team Notice were added or that the Team Notice would somehow be flagged as "New" to draw more attention to the fact that they may not have seen it.
16 votesRedtail’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!
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Team Notice Acknowledgement
Sometimes a team notice is very important for everyone to see. It would be nice to be able to allow users to acknowledge it so you know when everyone in the office has seen it. Also maybe it should pop-up as a window to dismiss when you first login so you can't miss it.
14 votesRedtail’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!
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Reminders for Account Renewals
In the leapfrog version when you clicked on account renewals you'd see a list of contacts with accounts that are coming up to the renewal date. In Tailwag you just see account numbers and no contact names unless you click on the account # to get more information. It would be more useful to see a list that shows contact name not just account number.
16 votesRedtail’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!
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Alert triggers for price levels of stocks in my Market watch list
Alert triggers for price levels of stocks in my Market watch list
7 votesRedtail’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!
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add a "price Change" and "% change" to the Market Watch columns.
add a "price Change" and "% change" to the Market Watch columns.
10 votesRedtail’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!
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