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13 results found

1. View activities by household

   28 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Renee supported this idea  ·  Dec 15, 2023

2. View past due Workflow activities / Roll forward past due Workflow Activities

   35 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  ·  Dec 15, 2023

3. Add Ongoing Activities Tab

   23 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Renee supported this idea  ·  Dec 15, 2023

4. Lock Open Activities from Editing

   18 votes

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   1 comment  ·  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  ·  Dec 15, 2023

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

   131 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

6. link documents to workflow tasks

   38 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

7. link contact to note after note is posted

   38 votes

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

8. create workflow for more than one contact

   3 votes

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

9. notes and document attachment in workflow

   56 votes

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

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

    37 votes

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    2 comments  ·  Redtail CRM » Activities  ·  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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    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

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

    14 votes

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    0 comments  ·  Redtail CRM » Notes  ·  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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    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

12. Notes - Click Button to Add to Household

    119 votes

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    7 comments  ·  Redtail CRM » Notes  ·  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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    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

13. Preview documents

    56 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