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17 results found

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

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   9 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  ·  August 23, 2023

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!

   Kepa supported this idea  ·  June 28, 2023

3. Automations: Make the Know your Client Review Date a Trigger Event

   756 votes

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   32 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  ·  June 28, 2023

4. Option to automatically rollover activity

   1,217 votes

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   47 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  ·  June 28, 2023

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

   1,253 votes

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   65 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  ·  June 28, 2023

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

   1,345 votes

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   68 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  ·  June 28, 2023

7. assign recurring activity for the last monday of month

   12 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Kepa supported this idea  ·  June 16, 2022

8. dark mode

   204 votes

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   6 comments  ·  Redtail CRM » Settings & Preferences  ·  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!

   Kepa supported this idea  ·  November 29, 2021

9. link an existing note to an existing activity

   93 votes

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   9 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  ·  July 30, 2021

10. Link existing document to an activity or note.

    37 votes

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

11. link note to email

    13 votes

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

12. Remove maximum character limit for passwords

    1 vote

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    0 comments  ·  Redtail CRM » Other  ·  Edit…  ·  Delete…  ·  Admin →
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    Kepa shared this idea  ·  April 27, 2021

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

    24 votes

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    1 comment  ·  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  ·  February 24, 2021

14. Automation Trigger Event: Client Age

    90 votes

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

    49 votes

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

16. 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  ·  November 20, 2019

17. Age Based Triggers

    842 votes

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    25 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  ·  November 30, 2016