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  1. 17 votes
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    Anonymous commented  · 

    This would be nice to have.

    Anonymous supported this idea  · 
  2. 34 votes
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    Anonymous commented  · 

    Would be helpful.

    Anonymous supported this idea  · 
  3. 74 votes
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    Anonymous supported this idea  · 
  4. 15 votes
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    3 comments  ·  Redtail CRM » Other  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Or utilized under Know your Client section where dates are entered for other documents.

  5. 19 votes
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    Anonymous shared this idea  · 
  6. 48 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Anonymous commented  · 

    We agree. We need the ability to track at the Contact Level. Please add under Know your Client. We do not use the account section in Redtail and therefore there is no date to enter at the account level. Please add at the Know your Client level. We also need to track the date for prospects that have no accounts.

    Anonymous supported this idea  · 
  7. 72 votes
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    Anonymous supported this idea  · 
  8. 33 votes
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    Anonymous supported this idea  · 
  9. 115 votes
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    Anonymous supported this idea  · 
  10. 63 votes
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    Anonymous supported this idea  · 
  11. 51 votes
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    Anonymous commented  · 

    Job Title listed under Linked Contact Is in Membership...please add!

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    We would also like the ability to add job title to the membership tab. Some contacts have 40 members and it is hard to figure who is who without the job title. Please add this feature! We would appreciate it so much.

  12. 262 votes
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    Anonymous commented  · 

    Next Step in Opportunity Tracker and Next Activity under the Calendar seem to be the same. If the contact is in RT and linked to the Opportunity Tacker, Why can we not combine?

    Otherwise, we currently have to enter the activity twice. Once under Next Step and once to the activity on the calendar which is linked to the contact.

    Anonymous supported this idea  · 
  13. 63 votes
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  14. 194 votes
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    Anonymous commented  · 

    We need this too, please add.

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    Anonymous commented  · 

    Yes, please, Add soon!

    Anonymous supported this idea  · 
  15. 593 votes
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    Anonymous commented  · 

    We find some workflows are more usable to have just one step and several tasks to be used more like a checklist. But we would like in a particular order to make more sense for the user. Please make tasks movable just like steps.

  16. 1,250 votes
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  17. 36 votes
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    Anonymous shared this idea  · 
  18. 210 votes
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    Anonymous commented  · 

    For Redtail CRM: A new note has been added. - Please include in email notification who is copied so that we know as a team who received the note.

    Anonymous supported this idea  · 
  19. 325 votes
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    Anonymous supported this idea  · 
  20. 1,342 votes
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