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1. Link email to notes/activities

   650 votes

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   25 comments  ·  Redtail CRM » Email  ·  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 Romero supported this idea  ·  Apr 11, 2016

2. RMD Value & Information section

   1,963 votes

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   95 comments  ·  Redtail CRM » Accounts  ·  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 Romero supported this idea  ·  Apr 11, 2016

3. Sorting of "Activities"

   188 votes

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   14 comments  ·  Redtail CRM » Today's Overview  ·  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 Romero supported this idea  ·  Apr 11, 2016
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   Dan Romero commented  ·  Apr 11, 2016  ·  Delete…

   This is causing issues with our practice as well... We sort by category, and it resets everytime...

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