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6 results found

1. Daily Update E-mail

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   0 comments  ·  Redtail CRM » Notifications  ·  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!

   Susan supported this idea  ·  Jan 4, 2023

2. customize today page

   49 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Susan supported this idea  ·  Jan 4, 2023

3. Assign a Task to a client

   17 votes

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   0 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!

   Susan supported this idea  ·  Jan 4, 2023

4. To Do List

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Susan supported this idea  ·  Jan 4, 2023

5. Task list

   102 votes

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   5 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!

   Susan supported this idea  ·  Jan 4, 2023

6. when revising workflow template

   5 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Susan shared this idea  ·  Feb 10, 2022