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1. Moving Driver's License under Contact Details

   28 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  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!

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   Lanet Spence commented  ·  Sep 5, 2020  ·  Delete…

   Absolutely agree this should be with Contact information.

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   Lanet Spence supported this idea  ·  Sep 5, 2020

2. Linking Activities, Workflows, Notes, Documents, & Opportunities

   361 votes

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   14 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!

   Lanet Spence supported this idea  ·  Jul 28, 2020

3. Add documents to workflows!

   619 votes

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   32 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!

   Lanet Spence supported this idea  ·  Jul 28, 2020
   An error occurred while saving the comment
   Lanet Spence commented  ·  Jul 28, 2020  ·  Delete…

   When will there be a timeline for this feature?

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