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4 results found

1. Broadcast Email Template Automation

   27 votes

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   0 comments  ·  Redtail CRM » Automations  ·  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!

   Kent Niebuhr supported this idea  ·  Oct 1, 2019

2. History of Client Reviews

   193 votes

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   9 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Kent Niebuhr supported this idea  ·  Dec 14, 2016
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   Kent Niebuhr commented  ·  Dec 14, 2016  ·  Delete…

   It would be great to be able to generate a report for the first/prior meetings with clients as of a certain date in the past.

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3. Searchable activities on Dashboard/Today's Overview

   76 votes

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   Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Kent Niebuhr shared this idea  ·  Sep 5, 2016

4. Customize Personal Profile Form

   468 votes

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   40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Kent Niebuhr supported this idea  ·  Jun 9, 2016