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1. Create activity from an email

   30 votes

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   1 comment  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Jolene Conderman shared this idea  ·  Jan 11, 2021

2. Print Work Flow Template

   65 votes

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

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   Jolene Conderman commented  ·  Oct 22, 2020  ·  Delete…

   I wish we could print them where you could see the outcomes too, that would make them a lot easier to edit/maintain/discuss.

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   Jolene Conderman supported this idea  ·  Oct 22, 2020

3. rider report

   9 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Jolene Conderman shared this idea  ·  Oct 20, 2020

4. Save all emails as notes

   19 votes

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   0 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!

   Jolene Conderman shared this idea  ·  Oct 19, 2020