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23 results found

1. Customize Personal Profile Form

   462 votes

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   40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Martin Allen supported this idea  ·  Apr 26, 2019

2. Customize Email viewing permissions

   488 votes

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   56 comments  ·  Redtail CRM » Email  ·  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!

   Martin Allen supported this idea  ·  Apr 10, 2019

3. Zendesk

   38 votes

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   2 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!

   An error occurred while saving the comment
   Martin Allen commented  ·  Mar 28, 2012  ·  Delete…

   Automatically log a person into the Helpdesk when they select Submit a Help Ticket while logged into Redtail.

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   Martin Allen supported this idea  ·  Mar 28, 2012