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54 results found

1. Ability to set a template or default when creating opportunities

   17 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   JRickert shared this idea  ·  Jul 31, 2024

2. Opportunity Follow-Ups

   45 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  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!

   JRickert supported this idea  ·  Jul 31, 2024

3. workflow trigger opportunity

   4 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   JRickert supported this idea  ·  Jul 31, 2024

4. Automation link/ create Opportunity

   16 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   JRickert supported this idea  ·  Jul 31, 2024

5. default values for every field

   104 votes

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   12 comments  ·  Redtail CRM » Automations  ·  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!

   JRickert supported this idea  ·  Jul 31, 2024

6. Differentiate between the areas on.

   3 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   JRickert shared this idea  ·  Mar 21, 2024

7. Multi Select Move Tool in Redtail Imaging

   9 votes

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   0 comments  ·  Redtail Imaging  ·  Delete…  ·  Admin →
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   JRickert supported this idea  ·  Dec 28, 2023

8. Increased RedTail Imaging Storage Display

   9 votes

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   0 comments  ·  Redtail Imaging  ·  Delete…  ·  Admin →
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   JRickert supported this idea  ·  Dec 28, 2023

9. REMOVE the "let's talk" speech bubble, or at least give the option to hide it.

   6 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   JRickert shared this idea  ·  May 12, 2023

10. Client Review Revamp!!

    63 votes

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    0 comments  ·  Redtail CRM » Client Reviews  ·  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!

    JRickert supported this idea  ·  May 12, 2023

11. Redtail Support Chat

    37 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    JRickert supported this idea  ·  May 12, 2023

12. bubble stays open too long on calendar when hover over subject

    24 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    JRickert supported this idea  ·  May 12, 2023

13. default accounts tab with orion

    20 votes

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    1 comment  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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    JRickert shared this idea  ·  Aug 23, 2022

14. Accounts Information

    48 votes

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    2 comments  ·  Redtail CRM » Accounts  ·  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!

    JRickert supported this idea  ·  Aug 23, 2022

15. Orion Advisor Integration - Link the Redtail client back to the Orion Household during auto-link

    17 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    JRickert supported this idea  ·  Aug 23, 2022

16. link an existing note to an existing activity

    96 votes

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    9 comments  ·  Redtail CRM » Notes  ·  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!

    JRickert supported this idea  ·  Jun 23, 2022

17. Link existing document to an activity or note.

    41 votes

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    2 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    JRickert supported this idea  ·  Jun 23, 2022

18. linking documents

    88 votes

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    1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    JRickert supported this idea  ·  Jun 23, 2022

19. CRM documents to Imaging documents

    36 votes

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    0 comments  ·  Redtail Imaging  ·  Delete…  ·  Admin →
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    JRickert supported this idea  ·  Jun 23, 2022

20. Folders for use inside Documents

    66 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    JRickert supported this idea  ·  Jun 23, 2022