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4 results found

1. Clone account

   19 votes

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Mark Roberts supported this idea  ·  May 19, 2023

2. Seminar Attendee Export as CSV

   22 votes

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

   Mark Roberts supported this idea  ·  Mar 2, 2023

3. add a new status

   127 votes

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   28 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!

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   Mark Roberts commented  ·  Jan 3, 2020  ·  Delete…

   Also add "Withdrawn" as an Account Status option.

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   Mark Roberts commented  ·  Feb 8, 2019  ·  Delete…

   Adding an additional Account Status of "Withdrawn" would be helpful. Current list does not include option for a pending account that was withdrawn by the agency and/or client before it was Open.

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   Mark Roberts supported this idea  ·  Feb 8, 2019

4. Add Opportunity Notes to Linked Contacts

   149 votes

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   11 comments  ·  Redtail CRM » Opportunities  ·  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!

   Mark Roberts supported this idea  ·  Dec 20, 2018