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105 results found

1. Activity Completed Trigger

   268 votes

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   10 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

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

   409 votes

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   19 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

3. Option to automatically rollover activity

   1,217 votes

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   47 comments  ·  Redtail CRM » Activities  ·  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

4. Hyperlink directly into activity from email notification

   28 votes

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   1 comment  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  July 19, 2021

5. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

   47 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  July 19, 2021

6. Past due tasks stay on Today screen

   34 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  July 19, 2021

7. copy note

   26 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  July 19, 2021

8. Save Before Closing Warning

   30 votes

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   1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  July 19, 2021

9. workflow

   36 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  July 19, 2021

10. Printable Overview of Workflow Templates

    37 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  July 19, 2021

11. Automation Trigger Event: Client Age

    90 votes

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    3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  July 19, 2021

12. Automations

    37 votes

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    2 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  July 19, 2021

13. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    138 votes

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    3 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  July 19, 2021

14. Revert to old workflows - new design HORRIBLE and NON FUNCTIONAL

    58 votes

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    3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  July 19, 2021

15. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    196 votes

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    7 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  July 19, 2021

16. Option to change the note time stamp

    39 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  July 19, 2021

17. Workflow generated with each instance of recurring activity

    107 votes

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    3 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  ·  May 20, 2021

18. Workflow Assignments Notifications

    167 votes

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

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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 20, 2021

19. Workflow Complete Triggers Additional Workflow

    271 votes

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    6 comments  ·  Redtail CRM » Automations  ·  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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    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 20, 2021

20. Professional should have reciprocal to the professional's contact too

    32 votes

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    1 comment  ·  Redtail CRM » Know Your Client  ·  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  ·  February 05, 2021