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1. Imaging - Bulk download option

   4 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Julie Hood shared this idea  ·  Aug 11, 2021

2. Imaging customized search

   6 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Julie Hood shared this idea  ·  Aug 11, 2021

3. Imaging search for files by custom date range

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Julie Hood supported this idea  ·  Aug 11, 2021

4. Imaging -

   22 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Julie Hood supported this idea  ·  Aug 11, 2021

5. integration with DocuSign

   46 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Julie Hood supported this idea  ·  Aug 27, 2020

6. docusign

   56 votes

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   0 comments  ·  Redtail CRM » Automations  ·  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!

   Julie Hood supported this idea  ·  Aug 27, 2020

7. Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

   83 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  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!

   Julie Hood supported this idea  ·  Dec 19, 2016

8. Customized Reports exported to PDF

   58 votes

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   3 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Julie Hood supported this idea  ·  Dec 19, 2016

9. Default Calendar view

   27 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  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!

   Julie Hood supported this idea  ·  Dec 19, 2016