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31 results found

1. Status site in the question mark on the CRM

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Andrew but posted for a user shared this idea  ·  Feb 14, 2022

2. An account advanced search that allows exporting accounts and displays account instead of contacts.

   21 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Andrew but posted for a user shared this idea  ·  Aug 12, 2021

3. Issue dates should be filterable and exportable via account reports

   6 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Andrew but posted for a user shared this idea  ·  Aug 12, 2021

4. It would be nice to have the ability to search contact names in the to/from field

   6 votes

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   0 comments  ·  Redtail Email » Feature Request  ·  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!

   Andrew but posted for a user shared this idea  ·  Apr 16, 2021

5. Share home address and phone check box

   6 votes

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   0 comments  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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   Andrew but posted for a user shared this idea  ·  Mar 22, 2021

6. Make shared contact card information more apparent

   11 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Andrew but posted for a user shared this idea  ·  Mar 22, 2021

7. Search for contacts without shared phone numbers

   3 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Edit…  ·  Delete…  ·  Admin →
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   Andrew but posted for a user shared this idea  ·  Mar 22, 2021

8. Password criteria should be shown when creating a new password

   12 votes

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   1 comment  ·  Redtail CRM » Settings & Preferences  ·  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!

   Andrew but posted for a user supported this idea  ·  Oct 8, 2020

9. Delete team should say disable team

   3 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Andrew but posted for a user shared this idea  ·  Oct 8, 2020

10. Family tree

    83 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Andrew but posted for a user shared this idea  ·  Aug 5, 2020

11. Exporting Email History in Bulk Actions

    27 votes

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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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12. Exporting Email History in Bulk Actions

    34 votes

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    1 comment  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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13. Please add a preference option to make the left menu collapsible

    10 votes

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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  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!

    Andrew but posted for a user shared this idea  ·  Mar 2, 2020

14. Customize Email viewing permissions

    488 votes

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    56 comments  ·  Redtail CRM » Email  ·  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!

    Andrew but posted for a user supported this idea  ·  Aug 14, 2019

15. Track Commissions

    91 votes

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    8 comments  ·  Redtail CRM » Accounts  ·  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!

    Andrew but posted for a user supported this idea  ·  Jul 10, 2019

16. beneficiaries

    57 votes

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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

17. SHOW BENEFICIARY INFO IN CUSTOM REPORTS

    137 votes

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    8 comments  ·  Redtail CRM » Custom Exports  ·  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!

18. Sorting of "Activities"

    182 votes

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    14 comments  ·  Redtail CRM » Today's Overview  ·  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!

    Andrew but posted for a user supported this idea  ·  Mar 7, 2019

19. I would like to be able to choose a note category using mobile assistant

    6 votes

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    1 comment  ·  Redtail CRM » Integrations  ·  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!

    Andrew but posted for a user shared this idea  ·  Feb 22, 2019

20. Activity Completed Trigger

    268 votes

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    10 comments  ·  Redtail CRM » Automations  ·  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!