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1. Client Review - it would be helpful to be able to add the "last review date"

   69 votes

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   1 comment  ·  Redtail CRM » Client Reviews  ·  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!

   Sheri Hersom supported this idea  ·  Sep 8, 2021

2. NEXT REVIEW

   27 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Sheri Hersom supported this idea  ·  Sep 8, 2021

3. client review

   20 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Sheri Hersom supported this idea  ·  Sep 8, 2021

4. annual review

   51 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Sheri Hersom supported this idea  ·  Sep 8, 2021

5. client review

   43 votes

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   1 comment  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Sheri Hersom supported this idea  ·  Sep 8, 2021

6. Change First Review to Last Review under Client Review

   452 votes

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   29 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!

   Sheri Hersom supported this idea  ·  Sep 8, 2021

7. Automatically update last review date in client review section

   116 votes

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   2 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Sheri Hersom supported this idea  ·  Sep 8, 2021

8. Review Tab

   52 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Sheri Hersom supported this idea  ·  Sep 8, 2021

9. Appointment Scheduling Software

   64 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!

   Sheri Hersom supported this idea  ·  Aug 31, 2021

10. Email reminders for when activities are due

    40 votes

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    1 comment  ·  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!

    Sheri Hersom supported this idea  ·  Aug 31, 2021

11. Full Integration with Schedule Once

    29 votes

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    2 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Sheri Hersom supported this idea  ·  Aug 31, 2021

12. ScheduleOnce integration with Redtail Calendar

    15 votes

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    0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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    Sheri Hersom supported this idea  ·  Aug 31, 2021

13. SYNC Calendar with Microsoft Exchange

    18 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Sheri Hersom supported this idea  ·  Aug 31, 2021

14. COVID-19 - Virtual Scheduling

    44 votes

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    3 comments  ·  Redtail CRM » Integrations  ·  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!

    Sheri Hersom supported this idea  ·  Aug 31, 2021

15. Scheduling & Confirmations

    154 votes

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    4 comments  ·  Redtail CRM » Integrations  ·  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!

    Sheri Hersom supported this idea  ·  Aug 31, 2021

16. Create an integration with Calendly that will allow for you to create notes in Redtail

    12 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Sheri Hersom supported this idea  ·  Aug 31, 2021

17. Please integrate RedTail with Calendly

    58 votes

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    0 comments  ·  Redtail CRM » Integrations  ·  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!

    Sheri Hersom supported this idea  ·  Aug 31, 2021

18. We are new to Redtail but would greatly appreciate a Calendly integration

    29 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
    How important is this to you?

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    Sheri Hersom supported this idea  ·  Aug 31, 2021

19. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    137 votes

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

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Sheri Hersom supported this idea  ·  Aug 31, 2021

20. Calendar Integration with Calendly

    50 votes

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

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    Sheri Hersom supported this idea  ·  Aug 31, 2021