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44 results found

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

   438 votes

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   21 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!

   Martin Allen supported this idea  ·  Oct 30, 2025

2. Speak app push notifications

   13 votes

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   0 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  Oct 30, 2025

3. Redtail Speak

   13 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  Oct 30, 2025

4. Scrap Worflows and Start Over

   52 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  Oct 30, 2025

5. Important Information

   97 votes

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   4 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  Jun 25, 2025

6. Contact Card to show Upcoming Appointments/Tasks

   7 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Martin Allen supported this idea  ·  May 14, 2025

7. 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

8. 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

9. calendar

   44 votes

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

10. Change the Linked Contacts on Activities Back!

    58 votes

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

11. 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

12. Calendar-2 contacts

    73 votes

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

13. Seeing ALL contacts per Activity instead of Hiding them

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

    74 votes

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

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

    147 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

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

    87 votes

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

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

    99 votes

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

18. view contacts on calendar

    93 votes

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

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

    104 votes

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

20. 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