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1. adding multiple contacts to an activity

   138 votes

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   13 comments  ·  Redtail CRM » Activities  ·  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!

   Dan Lauer supported this idea  ·  Sep 17, 2025

2. when linking accounts to activities can you add ability to link multiple accounts at a time

   67 votes

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   2 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!

   Dan Lauer supported this idea  ·  May 18, 2021

3. Link ALL accounts to an activity with one click

   32 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Dan Lauer supported this idea  ·  May 18, 2021

4. Edit 'Outcomes' in Workflows tool

   160 votes

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   8 comments  ·  Redtail CRM » Workflows  ·  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
   Dan Lauer commented  ·  Mar 19, 2019  ·  Delete…

   In addition to being able to edit outcomes, being able to reorder them would be very helpful.

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   Dan Lauer supported this idea  ·  Jan 5, 2016

5. uncomplete entire workflow

   132 votes

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   5 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!

   Dan Lauer shared this idea  ·  Feb 1, 2019