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7 results found

1. RMD Value & Information section

   1,963 votes

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   95 comments  ·  Redtail CRM » Accounts  ·  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!

   William supported this idea  ·  Feb 12, 2021

2. Link email to notes/activities

   650 votes

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   25 comments  ·  Redtail CRM » Email  ·  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!

   William supported this idea  ·  Feb 12, 2021

3. Add scheduled send out for broadcast email

   135 votes

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   8 comments  ·  Redtail CRM » Broadcast Email  ·  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!

   William supported this idea  ·  Feb 12, 2021

4. Orion Integration Report

   35 votes

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   1 comment  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   William shared this idea  ·  Feb 12, 2021

5. Customize Email viewing permissions

   494 votes

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   57 comments  ·  Redtail CRM » Email  ·  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!

   William supported this idea  ·  Feb 12, 2021

6. email history default to note: email received or email sent

   153 votes

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   13 comments  ·  Redtail CRM » Email  ·  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!

   William supported this idea  ·  Feb 12, 2021

7. customize today page

   53 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   William supported this idea  ·  Sep 2, 2020