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19 results found

1. Bulk Reassign Workflow Task

   122 votes

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   4 comments  ·  Redtail CRM » Workflows  ·  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!

   Kepa supported this idea  ·  Jun 23, 2026

2. Add "Additional Linked Contacts" field to Activity Templates, Note Templates & Workflow Templates.

   3 votes

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   0 comments  ·  Redtail CRM » Templates  ·  Delete…  ·  Admin →
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   Kepa shared this idea  ·  Aug 27, 2024

3. link contact to note after note is posted

   44 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kepa supported this idea  ·  Aug 27, 2024

4. Link a Contact to a note after it has been Created

   40 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kepa supported this idea  ·  Aug 27, 2024

5. Filter Contact Report by Tag Group

   2 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Kepa shared this idea  ·  Nov 3, 2023

6. Enhance text search capabilities (Exact Phrase and Exclude Term)

   3 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kepa shared this idea  ·  Aug 23, 2023

7. When searching text in notes, search comments as well.

   103 votes

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   10 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!

   Kepa supported this idea  ·  Aug 23, 2023

8. Option to automatically rollover activity

   1,267 votes

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   50 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!

   Kepa supported this idea  ·  Jun 28, 2023

9. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

   2,305 votes

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   167 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Kepa supported this idea  ·  Jun 28, 2023

10. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,416 votes

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    71 comments  ·  Redtail CRM » Family  ·  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!

    Kepa supported this idea  ·  Jun 28, 2023

11. assign recurring activity for the last monday of month

    12 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Kepa supported this idea  ·  Jun 16, 2022

12. link an existing note to an existing activity

    117 votes

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    10 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Kepa supported this idea  ·  Jul 30, 2021

13. Link existing document to an activity or note.

    47 votes

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    3 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Kepa supported this idea  ·  Jul 30, 2021

14. link note to email

    22 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Kepa shared this idea  ·  Jul 30, 2021

15. Mask PII (SSN, DOB, account numbers) from certain users

    33 votes

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    2 comments  ·  Redtail CRM » Settings & Preferences  ·  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!

    Kepa supported this idea  ·  Feb 24, 2021

16. Automation Trigger Event: Client Age

    108 votes

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    3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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17. Direct Zoom Integration with Redtail CRM

    55 votes

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    2 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Kepa shared this idea  ·  Sep 28, 2020

18. Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier

    26 votes

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

    Kepa supported this idea  ·  Nov 20, 2019

19. Age Based Triggers

    889 votes

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    27 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Kepa supported this idea  ·  Nov 30, 2016