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21 results found

1. nickname

   104 votes

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   6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

2. Phonetic Spelling/Pronunciation Field

   57 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

3. Have the ability to add and move notes around within the note history

   18 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

4. send calendar to clients to book appointments

   53 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

5. Outlook 365 Integration

   61 votes

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   2 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

6. Automation Trigger Event: Client Age

   90 votes

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   3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

7. Relationship between households

   82 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

8. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

   138 votes

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   3 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

9. Edit Client Record

   12 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Carol Kurtz shared this idea  ·  May 26, 2021

10. be able to choose multiple categories on an activity

    24 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Carol Kurtz shared this idea  ·  December 22, 2020

11. Adding a ticket number

    3 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Edit…  ·  Delete…  ·  Admin →
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    Carol Kurtz shared this idea  ·  December 02, 2020

12. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    194 votes

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    4 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Carol Kurtz supported this idea  ·  September 30, 2020

13. Go back to being able to see a complete note without having to click on each one.

    81 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Carol Kurtz supported this idea  ·  September 30, 2020

14. Notes

    143 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Carol Kurtz supported this idea  ·  September 30, 2020

15. Viewing Notes section

    131 votes

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    2 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Carol Kurtz supported this idea  ·  September 30, 2020

16. Add additional information that can be sent to LaserApp

    9 votes

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    0 comments  ·  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!

    Carol Kurtz shared this idea  ·  January 30, 2020

17. Membership

    51 votes

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    2 comments  ·  Redtail CRM » Memberships  ·  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!

    Carol Kurtz supported this idea  ·  January 17, 2020

18. Expand Automation Options

    148 votes

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    7 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!

    Carol Kurtz supported this idea  ·  January 17, 2020

19. Triggers

    251 votes

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    12 comments  ·  Redtail CRM » Automations  ·  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!

    Carol Kurtz supported this idea  ·  January 17, 2020

20. Automation templates & recurring workflows

    529 votes

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    16 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Carol Kurtz supported this idea  ·  January 17, 2020