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21 results found

1. Add Additional Fields to the Client Review Section

   345 votes

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   17 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Charles Tiblier supported this idea  ·  Mar 14, 2024

2. Ring central

   21 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Charles Tiblier supported this idea  ·  Aug 26, 2022

3. Holistiplan integration with Redtail

   15 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Charles Tiblier supported this idea  ·  Aug 10, 2023

4. Make it possible to change a client's next review date without changing first review date!

   564 votes

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   34 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Charles Tiblier supported this idea  ·  Jul 20, 2023

5. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

   1,253 votes

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   65 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Charles Tiblier supported this idea  ·  Jul 20, 2023

6. Change First Review to Last Review under Client Review

   437 votes

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   27 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Charles Tiblier supported this idea  ·  Oct 12, 2022

7. App/Connector for Microsoft Teams

   34 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Charles Tiblier supported this idea  ·  Jun 8, 2023

8. RingCentral is a leading voip vendor. Is there a reason they are not an integration partner?

   48 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Charles Tiblier supported this idea  ·  Jun 7, 2023

9. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

   190 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Charles Tiblier supported this idea  ·  Jun 7, 2023

10. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes

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    32 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Charles Tiblier supported this idea  ·  Oct 26, 2022

11. Automatically update last review date in client review section

    107 votes

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    2 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Charles Tiblier supported this idea  ·  Oct 12, 2022

12. Client Review - it would be helpful to be able to add the "last review date"

    63 votes

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    1 comment  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Charles Tiblier supported this idea  ·  Oct 12, 2022

13. mitel

    4 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  Oct 5, 2022

14. Report that will run last Client Review date

    50 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Charles Tiblier supported this idea  ·  Oct 5, 2022

15. log in notification

    3 votes

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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    Charles Tiblier shared this idea  ·  Sep 27, 2022

16. Annual Review Checkbox

    54 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  Aug 26, 2022

17. Allow clients to self-schedule appointments directly through Redtail

    87 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  Aug 26, 2022

18. Redtail Speak

    27 votes

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    1 comment  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  Aug 26, 2022

19. Add feature to upload files through the mobile RedTail

    19 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  Aug 26, 2022

20. checklist

    114 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  Aug 26, 2022