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62 results found

1. Written Agreements Review Addtions

   23 votes

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   2 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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2. written agreements review

   12 votes

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   0 comments  ·  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!

3. UDF's in Advanced Search

   20 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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4. Hover on Important Information Icon to Read Important Information

   13 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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5. When will RT offer auto direct scheduling to RT Calendar (like calendly)

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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6. Send invite to contact when scheduling an appointment

   29 votes

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   2 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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7. please build a calendar reminder. When I put an event in your calendar I should get a pop-up 30/45/60 minutes before the event. This is a

   12 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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8. Add Latest CRS Delivery to the Know Your Client Tab

   75 votes

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   3 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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9. Add documents to workflows!

   135 votes

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   4 comments  ·  Redtail CRM » Workflows  ·  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!

10. I need additional Mail Merge Fields

    542 votes

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    78 comments  ·  Redtail CRM » Bulk Actions  ·  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!

11. Allow Tasks to be moved between workflow Steps

    593 votes

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    40 comments  ·  Redtail CRM » Workflows  ·  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!

    Kim Baumler supported this idea  ·  August 04, 2021

12. Under "Open Activities" Please add a column for the date the activity was made

    23 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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13. We should be able to make a task a step and vice versa in a Workflow

    8 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  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!

14. manage activity pop-ups

    7 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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15. Please add Central Time to emails offering RT Webinars

    3 votes

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    0 comments  ·  Redtail CRM » Other  ·  Edit…  ·  Delete…  ·  Admin →
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    Kim Baumler shared this idea  ·  August 26, 2020

16. Apply different time zones to different events in Calendar

    78 votes

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    7 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!

17. Highlight the current date brighter than the pale yellow being used (for the visually impaired)

    143 votes

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    13 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!

    An error occurred while saving the comment
    Kim Baumler commented  ·  January 24, 2020  ·  Delete…

    Same problem... love the "Bold Print" idea!

    Save Submitting...

18. Activities saved as draft

    329 votes

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    26 comments  ·  Redtail CRM » Calendar  ·  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!

19. Currently we are unable to use the redtail calendar to send meeting requests as a function of the outlook calendar to recipients.

    22 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!

20. Outlook and RedTail Calendar Integration

    63 votes

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    1 comment  ·  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!