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1. Nickname to display in redtail calendar for activities and appointments etc in lieu of proper name

   30 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  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!

   Anonymous supported this idea  ·  November 04, 2020

2. Can you add nicknames on calendar?

   33 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  November 04, 2020

3. To Do List

   81 votes

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   1 comment  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 14, 2020

4. 8x8

   73 votes

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   6 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!

   Anonymous supported this idea  ·  April 24, 2020
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   Anonymous commented  ·  April 24, 2020  ·  Delete…

   This would allow us to Click a phone number in CRM to dial, incoming calls would prompt a search of CRM from caller ID data, schedule activities, and make notes about a call without having to search for a client. This would be very useful for our office and would make it easy to make notes in CRM when anyone takes a client call.

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