My feedback

105 results found

1. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

   729 votes

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   38 comments  ·  Redtail CRM » Calendar  ·  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  ·  May 31, 2022

2. Tracking who was Notified in a note

   24 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 31, 2022

3. Show tagged user in note

   16 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 31, 2022

4. Workflow in main Notes Realtime NOT once Workflow is done

   129 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  February 10, 2022

5. attach activity to workflow

   61 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  February 10, 2022

6. Workflow automation to create Activities

   316 votes

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   8 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!

   Anonymous supported this idea  ·  February 10, 2022

7. Workflow Automation From a Active Workflow

   24 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  February 10, 2022

8. Funnel

   18 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  February 10, 2022

9. Allow clients to self-schedule appointments directly through Redtail

   87 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  February 10, 2022

10. Notes

    27 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  February 10, 2022

11. important information should be displayed in a banner across the top of client page

    36 votes

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    3 comments  ·  Redtail CRM » Alerts and Warnings  ·  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  ·  September 02, 2021

12. Important Information

    79 votes

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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  September 02, 2021

13. Allow Tasks to be moved between workflow Steps

    593 votes

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    40 comments  ·  Redtail CRM » Workflows  ·  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  ·  July 29, 2021

14. Display memberships on the front page of the contact record.

    417 votes

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    22 comments  ·  Redtail CRM » Memberships  ·  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  ·  July 29, 2021

15. It would be very helpful if Red Tail had an automatic refresh.

    20 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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  ·  July 19, 2021

16. Client's name at the very top of all notes, tasks, activities

    135 votes

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    6 comments  ·  Redtail CRM » Accounts  ·  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  ·  July 19, 2021

17. Custom Trigger Events

    200 votes

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    18 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!

    Anonymous supported this idea  ·  July 19, 2021

18. Searching Departments in Business Records

    182 votes

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    22 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!

    Anonymous supported this idea  ·  July 19, 2021

19. allow us to see the person and/or team members who were sent a notification in the note record.

    210 votes

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    19 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
    How important is this to you?

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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  ·  July 19, 2021

20. Make ALL Fields Searchable in the Advanced Search

    210 votes

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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
    How important is this to you?

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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  ·  July 19, 2021