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6 results found

1. Improve contact search.

   100 votes

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   3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   Sandy Embury supported this idea  ·  Apr 6, 2021

2. Allow "Pushing" Contact From Opportunity into Contacts upon Closed Won

   18 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Sandy Embury supported this idea  ·  Apr 6, 2021

3. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

   196 votes

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   7 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Sandy Embury supported this idea  ·  Apr 6, 2021

4. Import Tool

   18 votes

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   0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Sandy Embury supported this idea  ·  Apr 6, 2021

5. PDF Orientation in Portrait or Landscape

   211 votes

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

   An error occurred while saving the comment
   Sandy Embury commented  ·  Sep 28, 2016  ·  Delete…

   When printing an activity report, we want landscape orientation and a separate column for contact name..not under the activity. Want to print it the way it looks on screen.

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   Sandy Embury supported this idea  ·  Sep 28, 2016

6. Save 'Common Filters' on Activity Reports

   235 votes

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

   Sandy Embury supported this idea  ·  Sep 28, 2016