Anonymous
My feedback
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74 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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21 votes
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!
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628 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Anonymous
commented
It would be great to be able to "Save an Email as Note" from the email history. Things get buried in the email history. Also allows for comments and to then create a linked activity. Much more functional in an age where so much work flows through email.
Anonymous
supported this idea
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190 votes
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!
Anonymous
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359 votes
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!
Anonymous
supported this idea
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373 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous
supported this idea
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222 votes
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!
Anonymous
supported this idea
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41 votes
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!
An error occurred while saving the comment Anonymous
commented
We have many clients for whom we do hourly financial planning work. It would be excellent to have a billing / invoice feature integrated either directly or through a third party vendor.
Anonymous
supported this idea
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93 votes
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!
Anonymous
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294 votes
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!
Anonymous
supported this idea
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Please add "Create Note" as a Zapier activity. This would allow for all sorts of functionality, such as emailing notes from other applications into the CRM.