Anonymous
My feedback
24 results found
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14 votes
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An error occurred while saving the comment Anonymous
supported this idea
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34 votes
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An error occurred while saving the comment Anonymous
commented
Would be helpful.
Anonymous
supported this idea
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74 votes
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Anonymous
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15 votesAnonymous
supported this idea
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An error occurred while saving the comment Anonymous
commented
Or utilized under Know your Client section where dates are entered for other documents.
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19 votesAnonymous
shared this idea
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48 votes
An error occurred while saving the comment Anonymous
commented
We agree. We need the ability to track at the Contact Level. Please add under Know your Client. We do not use the account section in Redtail and therefore there is no date to enter at the account level. Please add at the Know your Client level. We also need to track the date for prospects that have no accounts.
Anonymous
supported this idea
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72 votesAnonymous
supported this idea
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33 votesAnonymous
supported this idea
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115 votes
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Anonymous
supported this idea
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60 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous
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51 votes
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An error occurred while saving the comment Anonymous
commented
Job Title listed under Linked Contact Is in Membership...please add!
Anonymous
supported this idea
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An error occurred while saving the comment Anonymous
commented
We would also like the ability to add job title to the membership tab. Some contacts have 40 members and it is hard to figure who is who without the job title. Please add this feature! We would appreciate it so much.
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259 votes
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!
An error occurred while saving the comment Anonymous
commented
Next Step in Opportunity Tracker and Next Activity under the Calendar seem to be the same. If the contact is in RT and linked to the Opportunity Tacker, Why can we not combine?
Otherwise, we currently have to enter the activity twice. Once under Next Step and once to the activity on the calendar which is linked to the contact.
Anonymous
supported this idea
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63 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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194 votes
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An error occurred while saving the comment Anonymous
commented
We need this too, please add.
An error occurred while saving the comment Anonymous
commented
Yes, please, Add soon!
Anonymous
supported this idea
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590 votes
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An error occurred while saving the comment Anonymous
commented
We find some workflows are more usable to have just one step and several tasks to be used more like a checklist. But we would like in a particular order to make more sense for the user. Please make tasks movable just like steps.
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1,232 votes
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33 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous
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210 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Anonymous
commented
For Redtail CRM: A new note has been added. - Please include in email notification who is copied so that we know as a team who received the note.
Anonymous
supported this idea
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325 votes
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Anonymous
supported this idea
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1,329 votes
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This would be nice to have.