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42 results found

1. Family Notes Showing Duplicates

   7 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  Mar 27, 2025

2. Seeing more than one client on Tasks

   41 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  Dec 16, 2024

3. calendar

   41 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  Dec 16, 2024

4. Change the Linked Contacts on Activities Back!

   52 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  Dec 16, 2024

5. Reverse New Feature - # contact not contact names listed on Calendar view

   56 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  Dec 16, 2024

6. Calendar-2 contacts

   69 votes

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   3 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  Dec 16, 2024

7. Seeing ALL contacts per Activity instead of Hiding them

   67 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  Dec 16, 2024

8. Make it an option on calendar to change it from saying "Two Clients" to the clients name

   71 votes

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   2 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  Dec 16, 2024

9. Show Linked Contact in Calendar view versus saying "2 Contacts"

   135 votes

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   Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  Dec 16, 2024

10. Calendar Issue - Need to turn off "2 contacts" consolidation and hovering requirement

    82 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Martin Allen supported this idea  ·  Dec 16, 2024

11. please put names back and remove icon for multiple client names

    90 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Martin Allen supported this idea  ·  Dec 16, 2024

12. view contacts on calendar

    90 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Martin Allen supported this idea  ·  Dec 16, 2024

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

    95 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Martin Allen supported this idea  ·  Dec 16, 2024

14. be able to choose multiple categories on an activity

    27 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Martin Allen supported this idea  ·  Dec 16, 2024

15. multiple contact status and categories

    21 votes

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    1 comment  ·  Redtail CRM » Contact Record  ·  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!

    Martin Allen supported this idea  ·  Dec 16, 2024

16. Hide Default Categories (AGAIN)

    33 votes

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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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    Martin Allen supported this idea  ·  Dec 16, 2024

17. Redtail Speak, please add ability for administrators to view all conversations and have overview of which individuals are enrolled.

    20 votes

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    0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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    Martin Allen supported this idea  ·  Jun 19, 2024

18. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes

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    2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Martin Allen supported this idea  ·  Jun 19, 2024

19. Multiple linked contacts in workflows - Display their names, not "2"

    49 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Martin Allen supported this idea  ·  Jun 19, 2024

20. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    76 votes

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    1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Martin Allen supported this idea  ·  Jun 19, 2024