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10 results found

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

   121 votes

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   1 comment  ·  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!

   Renee supported this idea  ·  Nov 17, 2023

2. link documents to workflow tasks

   32 votes

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   1 comment  ·  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!

   Renee supported this idea  ·  Nov 17, 2023

3. link contact to note after note is posted

   32 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Renee supported this idea  ·  Nov 16, 2023

4. notes and document attachment in workflow

   38 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Renee shared this idea  ·  Jan 27, 2021

5. allow for a follow up to be created when you complete an activity.

   9 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Renee shared this idea  ·  Nov 6, 2020

6. Notes and account(s) linked within an activity

   31 votes

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   2 comments  ·  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!

   Renee supported this idea  ·  Apr 16, 2020

7. Viewing either linked notes or linked documents on completed activities

   13 votes

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   0 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!

   Renee supported this idea  ·  Apr 16, 2020

8. Notes - Click Button to Add to Household

   117 votes

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   7 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!

   Renee supported this idea  ·  Nov 11, 2019

9. Preview documents

   50 votes

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   2 comments  ·  Redtail CRM » Documents  ·  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!

   Renee shared this idea  ·  Sep 23, 2016

10. Provide a quick preview of imaged documents.

    147 votes

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    4 comments  ·  Redtail Imaging » Files/ Folders  ·  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!

    Renee supported this idea  ·  Sep 23, 2016