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1. Tag Group and and Client Lists - Data Export and Printing Options

   87 votes

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   12 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   Luke Saunders supported this idea  ·  April 11, 2017

2. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

   78 votes

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   Received  ·  8 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Luke Saunders shared this idea  ·  March 20, 2015

3. Activities saved as draft

   329 votes

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   26 comments  ·  Redtail CRM » Calendar  ·  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!

   Luke Saunders supported this idea  ·  March 20, 2015

4. Duplicates in email history

   135 votes

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   5 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!

   Luke Saunders supported this idea  ·  March 20, 2015

5. I need additional Mail Merge Fields

   542 votes

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   78 comments  ·  Redtail CRM » Bulk Actions  ·  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!

   Luke Saunders supported this idea  ·  March 20, 2015