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4 results found

1. Add the option to have alerts / push notifications sent directly to the device

   411 votes

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   26 comments  ·  Redtail CRM » Mobile App  ·  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!

   Christine Mesaros supported this idea  ·  April 04, 2017

2. Link email to notes/activities

   628 votes

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   24 comments  ·  Redtail CRM » Email  ·  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!

   Christine Mesaros supported this idea  ·  November 29, 2016

3. Create a Report for Daily Actions in Tailwag

   19 votes

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   5 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
   Christine Mesaros commented  ·  November 29, 2016  ·  Delete…

   Our firm needs a way to track different users (service, sales, etc) use of the system in a date range. IE: how many calls, meetings, emails, etc.

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   Christine Mesaros supported this idea  ·  November 29, 2016

4. complete activities from calendar view

   107 votes

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   7 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!

   Christine Mesaros supported this idea  ·  November 29, 2016