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16 results found

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

   910 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  ·  July 29, 2020

2. Option to automatically rollover activity

   1,217 votes

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   47 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  ·  July 29, 2020

3. Email Blasts - Birthdays

   24 votes

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   2 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Grace supported this idea  ·  July 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  ·  July 10, 2020

5. Favorites Feature

   49 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Grace supported this idea  ·  July 10, 2020

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

   103 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  ·  July 10, 2020

7. Client Review Reminder Changed - HELP

   41 votes

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   3 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Grace supported this idea  ·  July 10, 2020

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

   1,345 votes

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   68 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  ·  July 10, 2020

9. favorites

   73 votes

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   1 comment  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Grace supported this idea  ·  July 10, 2020

10. Workflow Task Display on the Today Page

    114 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  ·  July 10, 2020

11. Documents

    189 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  ·  July 10, 2020

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

    1,253 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  ·  June 30, 2020

13. Adding Additional Roles

    225 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  ·  June 26, 2020  ·  Delete…

    This is much needed for our workplace! please consider!

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

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

    729 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  ·  June 24, 2020

15. 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!

    Grace supported this idea  ·  June 24, 2020

16. Add documents to workflows!

    135 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  ·  June 24, 2020