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1. checklist

   117 votes

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

2. Add documents to workflows!

   619 votes

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   32 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  ·  Feb 10, 2017

3. Pinned note(s) show first on main Contact Screen Note Box

   176 votes

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   6 comments  ·  Redtail CRM » Notes  ·  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  ·  May 31, 2022

4. More Automation Triggers!

   147 votes

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   3 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  ·  May 31, 2022

5. Meeting Agenda's

   134 votes

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   1 comment  ·  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  ·  May 31, 2022

6. Scheduling & Confirmations

   154 votes

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   4 comments  ·  Redtail CRM » Integrations  ·  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  ·  May 31, 2022

7. add a workflow to bulk actions

   142 votes

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   12 comments  ·  Redtail CRM » Bulk Actions  ·  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  ·  May 31, 2022

8. Adding Additional Roles

   240 votes

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   19 comments  ·  Redtail CRM » Contact Record  ·  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

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

   736 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

10. Tracking who was Notified in a note

    36 votes

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

11. Show tagged user in note

    25 votes

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

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

    141 votes

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    2 comments  ·  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  ·  Feb 10, 2022

13. attach activity to workflow

    68 votes

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

14. Workflow automation to create Activities

    340 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  ·  Feb 10, 2022

15. 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  ·  Feb 10, 2022

16. Notes

    31 votes

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

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

    45 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  ·  Sep 2, 2021

18. Important Information

    97 votes

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    4 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Sep 2, 2021

19. Allow Tasks to be moved between workflow Steps

    609 votes

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    40 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    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  ·  Jul 29, 2021

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

    23 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  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  ·  Jul 19, 2021