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985 results found

1. Please develop an integration with Apptoto.

   7 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Apr 23, 2021

2. Have the ability to add and move notes around within the note history

   18 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Apr 23, 2021

3. Color Options in NOTES

   39 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Apr 23, 2021

4. Copy Activities to another user like you can Notes

   6 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Apr 23, 2021

5. Add 'Custom Title' for phone numbers to the 'Add Contact' page

   18 votes

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   1 comment  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Apr 22, 2021

6. Option to automatically rollover activity

   1,217 votes

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   47 comments  ·  Redtail CRM » Activities  ·  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!

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   Traci commented  ·  Apr 22, 2021  ·  Delete…

   It has been 10 years since this suggestion was posted, over 1 year since Redtail acknowledged it, received over 1K votes and over 40 comments from users begging for it, and yet still NOTHING! WHY??

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   Traci supported this idea  ·  Aug 7, 2018

7. Make Albridge downloads more detailed; they are too basic.

   40 votes

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  Redtail Development Team responded

   This 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!

   Traci supported this idea  ·  Apr 22, 2021

8. Albridge feed

   22 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  Redtail Development Team responded

   This 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!

   Traci supported this idea  ·  Apr 22, 2021

9. Prior day Albridge feed

   7 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Apr 22, 2021

10. More choices when it comes to creating automation templates

    7 votes

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    1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 21, 2021

11. Save Before Closing Warning

    30 votes

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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 20, 2021

12. put date on all notes and activities not "today"

    28 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 16, 2021

13. Adding Custom Search Fields in Reports

    12 votes

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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 16, 2021

14. FP Pathfinder integration - ability to change alert settings

    6 votes

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    0 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 16, 2021

15. Add Roles to Custom Exports

    12 votes

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    0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 16, 2021

16. List Company Name on Dashboard when dual contact

    6 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 16, 2021

17. Outlook 365 Integration

    61 votes

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    2 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 16, 2021

18. Copy WealthBox with interface, intuitiveness and outlook integration

    13 votes

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    1 comment  ·  Redtail CRM » Artificial Intelligence  ·  Delete…  ·  Admin →
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    Traci commented  ·  Apr 16, 2021  ·  Delete…

    YES, PLEASE

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    Traci supported this idea  ·  Apr 16, 2021

19. Force or remind to input linked contact

    10 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 15, 2021

20. Client tasks/Activities

    16 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 14, 2021