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95 results found

1. UDFs should be able to be used in the advanced search feature

   16 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 26, 2024

2. Add Contact Roles as options for Custom Exports

   27 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 26, 2024

3. Entity Name as an option on Custom Export

   12 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 26, 2024

4. Custom Export Options

   57 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  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 26, 2024

5. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

   15 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 26, 2024

6. Drag and drop

   15 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 26, 2024

7. Contact Card

   25 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 26, 2024

8. Alert/warning pop up when clicking on client profile, if "caution" is needed

   19 votes

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   1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 26, 2024

9. In the Calendar, show Contact Names in task when there are 2 linked Contacts

   86 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 26, 2024

10. Roles & Permissions Changes & Customizations

    25 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Aug 26, 2024

11. Ability to set a template or default when creating opportunities

    15 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Aug 26, 2024

12. Notify users that an opportunity has been added

    58 votes

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    1 comment  ·  Redtail CRM » Opportunities  ·  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!

    Anonymous supported this idea  ·  Jan 5, 2024

13. Connect Activities & Notes to an Opportunity

    63 votes

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    2 comments  ·  Redtail CRM » Opportunities  ·  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  ·  Jan 5, 2024

14. opportunity archive

    16 votes

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    1 comment  ·  Redtail CRM » Opportunities  ·  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  ·  Jan 5, 2024

15. Opportunity Notifications

    16 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jan 5, 2024

16. opportunity filter

    91 votes

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    5 comments  ·  Redtail CRM » Opportunities  ·  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  ·  Jan 5, 2024

17. Add Revenue to the Opportunities dashboard and reports

    382 votes

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    42 comments  ·  Redtail CRM » Opportunities  ·  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!

    Anonymous supported this idea  ·  Jan 5, 2024

18. notifications within opportunities

    49 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jan 5, 2024

19. Copy Roles selection to the Spouse in a new contact

    36 votes

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    2 comments  ·  Redtail CRM » Contact Add Screen  ·  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  ·  Feb 3, 2023

20. Activity Template Automation

    76 votes

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    4 comments  ·  Redtail CRM » Automations  ·  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  ·  Oct 20, 2022