Search
-
add activity from WF task · Received
-
Adding additional fields and or creating a custom report in relation to seminar data
-
Roll out workflow target date by one day
-
Workflow Automation
-
bulk action · Received
-
When we type the name, it would be nice to automatically fill in the nickname. this will keep the data clean
-
Increased RedTail Imaging Storage Display
-
Advanced Search · Reviewed
-
Navigation on Reports
-
activities by contact report · Reviewed
-
PDF Mail Merge
-
We'd like to have our clients be able to text us with our own phone number via Speak. · Not Planned
-
Please create a "real time" view of things done in Redtail that day, like a social media feed
-
Use tag groups in Speak · Received
-
user defined field - multiple values
-
Custom View · Received
-
Marking an activity as complete removes it for all users
-
RMD Information/Log
-
A-Z list
-
Allow required fields on the contact record, if not completed can't save the contact