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12 results found

1. Assign yourself a status

   9 votes

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   Received  ·  1 comment  ·  Redtail Speak » Preferences  ·  Delete…  ·  Admin →
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   Tara Clark supported this idea  ·  Oct 9, 2020

2. SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

   37 votes

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   1 comment  ·  Redtail Speak » Contacts  ·  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!

   Tara Clark supported this idea  ·  Oct 9, 2020

3. It would be very useful to be able to message a team of users

   19 votes

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   1 comment  ·  Redtail Speak » Bulk Actions  ·  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!

   Tara Clark supported this idea  ·  Oct 9, 2020

4. tasks

   18 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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5. Mark Activity Incomplete or Canceled

   34 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Tara Clark supported this idea  ·  Sep 21, 2020

6. nickname

   111 votes

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   6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Tara Clark supported this idea  ·  Sep 21, 2020

7. Scheduling & Confirmations

   154 votes

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   4 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!

   Tara Clark supported this idea  ·  Sep 21, 2020

8. integrate RedTail CRM Calendar with Redtail hosted email

   21 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

   Tara Clark supported this idea  ·  Sep 21, 2020

9. scheduling

   57 votes

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   1 comment  ·  Redtail CRM » Integrations  ·  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!

   Tara Clark supported this idea  ·  Sep 21, 2020

10. Zoom Phone Integration

    50 votes

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    4 comments  ·  Redtail CRM » Integrations  ·  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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    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!

    Tara Clark supported this idea  ·  Sep 21, 2020

11. Please integrate RedTail with Calendly

    58 votes

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    0 comments  ·  Redtail CRM » Integrations  ·  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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    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!

    Tara Clark supported this idea  ·  Sep 21, 2020

12. COVID-19 - Virtual Scheduling

    44 votes

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    3 comments  ·  Redtail CRM » Integrations  ·  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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    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!

    Tara Clark supported this idea  ·  Sep 21, 2020