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13 results found

1. need all fields available to select from for custom reporting

   925 votes

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   83 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Grace supported this idea  ·  Jul 29, 2020

2. Option to automatically rollover activity

   1,242 votes

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   49 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!

   Grace supported this idea  ·  Jul 29, 2020

3. Email Blasts - Birthdays

   25 votes

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   2 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Grace supported this idea  ·  Jul 29, 2020

4. linking documents

   85 votes

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   1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Grace supported this idea  ·  Jul 10, 2020

5. Make a "this was a client review" check box in notes and activities

   106 votes

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   6 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Grace supported this idea  ·  Jul 10, 2020

6. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

   1,371 votes

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   69 comments  ·  Redtail CRM » Family  ·  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!

   Grace supported this idea  ·  Jul 10, 2020

7. Workflow Task Display on the Today Page

   117 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!

   Grace supported this idea  ·  Jul 10, 2020

8. Documents

   192 votes

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   18 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!

   Grace supported this idea  ·  Jul 10, 2020

9. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

   1,271 votes

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   65 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Grace supported this idea  ·  Jun 30, 2020

10. Adding Additional Roles

    234 votes

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    19 comments  ·  Redtail CRM » Contact Record  ·  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!

    An error occurred while saving the comment
    Grace commented  ·  Jun 26, 2020  ·  Delete…

    This is much needed for our workplace! please consider!

    Save Submitting...
    Grace supported this idea  ·  Jun 26, 2020

11. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes

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    38 comments  ·  Redtail CRM » Calendar  ·  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!

    Grace supported this idea  ·  Jun 24, 2020

12. 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 →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Grace supported this idea  ·  Jun 24, 2020

13. Add documents to workflows!

    140 votes

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    6 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Grace supported this idea  ·  Jun 24, 2020