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6 results found

1. Add a time stamp to activities

   52 votes

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   4 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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   Derrick Jackson commented  ·  June 23, 2022  ·  Delete…

   We also had this at another broker-dealer and it was so helpful for complex tasks that had many people working on them.

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   Derrick Jackson supported this idea  ·  June 23, 2022

2. Speak Internal Messages Sync with CRM Notes

   3 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Derrick Jackson shared this idea  ·  February 17, 2022

3. Invite multiple clients at once to Speak

   32 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Derrick Jackson supported this idea  ·  February 17, 2022

4. integrate RedTail CRM Calendar with Redtail hosted email

   18 votes

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   0 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!

   Derrick Jackson supported this idea  ·  February 17, 2022

5. Add read receipt to Speak

   29 votes

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   0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Derrick Jackson supported this idea  ·  February 17, 2022

6. speak window

   33 votes

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   1 comment  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Derrick Jackson supported this idea  ·  February 17, 2022