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19 results found

1. Preview function for email templates

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Tara Clark shared this idea  ·  Oct 9, 2020

2. Pull in both spouses' email addresses with email templates

   12 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Tara Clark shared this idea  ·  Oct 9, 2020

3. Assign yourself a status

   9 votes

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   Received  ·  1 comment  ·  Redtail Speak » Preferences  ·  Delete…  ·  Admin →
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   Tara Clark supported this idea  ·  Oct 9, 2020

4. SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

   36 votes

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   1 comment  ·  Redtail Speak » Contacts  ·  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!

   Tara Clark supported this idea  ·  Oct 9, 2020

5. It would be very useful to be able to message a team of users

   19 votes

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   1 comment  ·  Redtail Speak » 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!

   Tara Clark supported this idea  ·  Oct 9, 2020

6. Add an email template fill-in for servicing advisor

   4 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Tara Clark shared this idea  ·  Oct 9, 2020

7. tasks

   15 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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8. Add the ability to include calendar information in email templates.

   6 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  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!

   Tara Clark supported this idea  ·  Oct 9, 2020

9. Mark Activity Incomplete or Canceled

   31 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Tara Clark supported this idea  ·  Sep 21, 2020

10. nickname

    107 votes

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    6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Tara Clark supported this idea  ·  Sep 21, 2020

11. Scheduling & Confirmations

    148 votes

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    3 comments  ·  Redtail CRM » Integrations  ·  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!

    Tara Clark supported this idea  ·  Sep 21, 2020

12. integrate RedTail CRM Calendar with Redtail hosted email

    21 votes

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    0 comments  ·  Redtail CRM » Integrations  ·  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!

    Tara Clark supported this idea  ·  Sep 21, 2020

13. Integrate with Fillable PDF's

    30 votes

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    0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Tara Clark supported this idea  ·  Sep 21, 2020

14. scheduling

    54 votes

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    0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Tara Clark supported this idea  ·  Sep 21, 2020

15. Zoom Phone Integration

    50 votes

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    4 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Tara Clark supported this idea  ·  Sep 21, 2020

16. Please integrate RedTail with Calendly

    55 votes

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    0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Tara Clark supported this idea  ·  Sep 21, 2020

17. COVID-19 - Virtual Scheduling

    44 votes

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    3 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Tara Clark supported this idea  ·  Sep 21, 2020

18. In Speak, message multiple employees at once.

    7 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Tara Clark shared this idea  ·  Jul 16, 2020

19. Add read receipt to Speak

    29 votes

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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    Tara Clark supported this idea  ·  Jul 16, 2020