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1. Add documents to workflows!

   143 votes

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   7 comments  ·  Redtail CRM » Workflows  ·  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!

   Anonymous supported this idea  ·  Aug 19, 2020

2. On the contact search results page make the columns sort-able.

   104 votes

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   13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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  ·  May 17, 2016  ·  Delete…

   It would be nice to have the ability to organize Quicklists by something other than alpha order. Give the user the option to be able to organize the list based on their need - by category, status, etc...

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   Anonymous supported this idea  ·  May 17, 2016