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10 results found

1. Closed Lost Reasons

   8 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Donna L Zerger supported this idea  ·  August 04, 2021

2. Automation Triigger for Closed Accounts

   33 votes

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   0 comments  ·  Redtail CRM » Automations  ·  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!

   Donna L Zerger supported this idea  ·  August 04, 2021

3. Archiving Old Closed Clients

   23 votes

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Donna L Zerger supported this idea  ·  August 04, 2021

4. Add option for hiding closed accounts.

   36 votes

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   2 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!

   Donna L Zerger supported this idea  ·  August 04, 2021

5. account closed date

   18 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Donna L Zerger shared this idea  ·  April 17, 2020

6. Data Entry when Adding Documents

   60 votes

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   6 comments  ·  Redtail CRM » Documents  ·  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!

   An error occurred while saving the comment
   Donna L Zerger commented  ·  August 13, 2019  ·  Delete…

   Yes, PLEASE!

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   Donna L Zerger supported this idea  ·  August 13, 2019

7. Searchable activities on Dashboard/Today's Overview

   75 votes

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   Received  ·  3 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Donna L Zerger supported this idea  ·  June 26, 2019

8. Linking Activities, Workflows, Notes, Documents, & Opportunities

   333 votes

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   14 comments  ·  Redtail CRM » Activities  ·  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!

   Donna L Zerger supported this idea  ·  February 28, 2019

9. Workflow linked to contacts

   88 votes

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   4 comments  ·  Redtail CRM » Workflows  ·  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!

   Donna L Zerger supported this idea  ·  February 28, 2019

10. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes

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    13 comments  ·  Redtail CRM » Documents  ·  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!

    Donna L Zerger supported this idea  ·  February 28, 2019