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1. Be able to Archive an entire file.

   38 votes

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   4 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Natalie commented  ·  May 25, 2022  ·  Delete…

   Archiving a contact would be great. We are getting to a point where the database gets convoluted from deceased/inactive clients that we don't need to view anymore but want to keep the records.

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   Natalie supported this idea  ·  May 25, 2022

2. Add the option to have alerts / push notifications sent directly to the device

   414 votes

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   26 comments  ·  Redtail CRM » Mobile App  ·  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!

   Natalie shared this idea  ·  Jun 26, 2012