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6 results found

1. Department contacts need to hyperlink to contact card

   57 votes

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   4 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!

   An error occurred while saving the comment
   Graig Stettner commented  ·  Oct 15, 2020  ·  Delete…

   Seems like an easy, no-brainer fix

   Save Submitting...

2. different contact types

   18 votes

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   1 comment  ·  Redtail CRM » Contact Add Screen  ·  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!

3. 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!

   Graig Stettner supported this idea  ·  May 30, 2019

4. Data Entry when Adding Documents

   60 votes

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   6 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!

   Graig Stettner supported this idea  ·  May 30, 2019

5. Create an Activity from the Opportunity Tracker

   262 votes

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   25 comments  ·  Redtail CRM » Opportunities  ·  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!

   Graig Stettner supported this idea  ·  Apr 10, 2017
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   Graig Stettner commented  ·  Apr 10, 2017  ·  Delete…

   There is no way to set up a follow-up activity from an opportunity. One has to create a new activity. Make this functionality accessible from within the opportunity.

   Save Submitting...

6. Outcome of one workflow feed into another workflow

   494 votes

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   21 comments  ·  Redtail CRM » Automations  ·  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!

   Graig Stettner supported this idea  ·  Apr 3, 2017