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14 results found

1. Uncomplete Workflow tasks

   79 votes

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   3 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!

   Mike Sherwood supported this idea  ·  May 11, 2023

2. uncomplete entire workflow

   74 votes

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   1 comment  ·  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!

   Mike Sherwood supported this idea  ·  May 11, 2023

3. uncomplete workflow tasks from completed step

   36 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Mike Sherwood supported this idea  ·  May 11, 2023

4. ability to delete emails

   17 votes

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   2 comments  ·  Redtail CRM » Email  ·  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!

   Mike Sherwood supported this idea  ·  January 31, 2023

5. Delete an Email in Email history

   75 votes

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   10 comments  ·  Redtail CRM » Email  ·  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!

   Mike Sherwood supported this idea  ·  January 31, 2023

6. add a new status

   127 votes

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   28 comments  ·  Redtail CRM » Accounts  ·  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!

   Mike Sherwood supported this idea  ·  May 05, 2022

7. adding multiple contacts to an activity

   120 votes

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   13 comments  ·  Redtail CRM » Activities  ·  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!

   An error occurred while saving the comment
   Mike Sherwood commented  ·  January 18, 2022  ·  Delete…

   This seems like a simple fix and low-hanging fruit to solve a lot of people's issues. Please re-look at this.

   Save Submitting...
   Mike Sherwood supported this idea  ·  January 18, 2022

8. Albridge Feed Missing Company Name and Registration Type

   169 votes

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   16 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!

   Mike Sherwood supported this idea  ·  November 11, 2021

9. In accounts there is no drop down for TOD individual or joint

   10 votes

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   1 comment  ·  Redtail CRM » Accounts  ·  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!

   Mike Sherwood supported this idea  ·  November 11, 2021

10. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    239 votes

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    22 comments  ·  Redtail CRM » Accounts  ·  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!

    Mike Sherwood supported this idea  ·  November 11, 2021

11. Allow Calendar Color Assignment for Private Activities

    10 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Mike Sherwood supported this idea  ·  October 28, 2021

12. add a plug in for outlook so you can save emails to the client's redtail contact

    28 votes

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    0 comments  ·  Redtail CRM » Automations  ·  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!

    Mike Sherwood supported this idea  ·  October 28, 2021

13. Have the ability to attach an email to another contact besides the contact that the email is sent to.

    19 votes

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    0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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    Mike Sherwood supported this idea  ·  October 28, 2021

14. Create functionality so that an email received by another contact in the database could be linked to a different contact.

    27 votes

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    0 comments  ·  Redtail CRM » Email  ·  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!

    Mike Sherwood supported this idea  ·  October 28, 2021