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1. redtail imaging application to be able to see documents from phone

   66 votes

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   9 comments  ·  Redtail Imaging » Other  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  Dec 7, 2017  ·  Delete…

   GREAT idea

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   Anonymous supported this idea  ·  Dec 7, 2017

2. Display memberships on the front page of the contact record.

   428 votes

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   22 comments  ·  Redtail CRM » Memberships  ·  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!

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   Anonymous commented  ·  Mar 1, 2016  ·  Delete…

   Viewing a company and its members takes several more clicks than it should. in fact, no company should be displayed without displaying at least the 3 most visited members of that company. After all, when you call a company, a person answers the phone. Need to know who those people are without clicking memberships

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   Anonymous supported this idea  ·  Mar 1, 2016

3. Please add Memberships to the Profile Form

   146 votes

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   15 comments  ·  Redtail CRM » Know Your Client  ·  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!

   Anonymous supported this idea  ·  Mar 1, 2016