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8 results found

1. link notes to workflow

   44 votes

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   0 comments  ·  Redtail CRM » Notes  ·  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!

   Ralph supported this idea  ·  Aug 13, 2021

2. Linking Activities, Workflows, Notes, Documents, & Opportunities

   336 votes

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   14 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!

   Ralph supported this idea  ·  Aug 13, 2021

3. Workflow - Linked Accounts

   122 votes

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   8 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!

   Ralph supported this idea  ·  Aug 13, 2021

4. Please add additional document storage

   8 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Ralph supported this idea  ·  Aug 11, 2021

5. Envestnet/Tamarac Integration

   17 votes

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   1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Ralph supported this idea  ·  Aug 11, 2021

6. Tamarac Reporting Integration

   22 votes

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   0 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!

   Ralph supported this idea  ·  Aug 11, 2021

7. retriever cloud

   39 votes

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   4 comments  ·  Redtail CRM » Retriever Cloud  ·  Delete…  ·  Admin →
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   Ralph shared this idea  ·  Aug 11, 2021

8. linked note

   4 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Ralph shared this idea  ·  Jun 30, 2021