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1. Calendly Integration

   38 votes

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

2. Calendly Integration

   43 votes

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

3. Calendly Integration

   74 votes

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   2 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

4. Calendly Integration

   201 votes

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   11 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

5. Built-in document viewer

   89 votes

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   12 comments  ·  Redtail CRM » Documents  ·  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 26, 2021

6. in the CRM document upload section be able to label the category/ account while uploading documtment

   18 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Sheri Hersom supported this idea  ·  Aug 26, 2021

7. Doc viewer within the CRM Doc Storage Page

   21 votes

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   1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Sheri Hersom supported this idea  ·  Aug 26, 2021

8. Increased RedTail Imaging Storage Display

   9 votes

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   0 comments  ·  Redtail Imaging  ·  Delete…  ·  Admin →
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   Sheri Hersom supported this idea  ·  Aug 26, 2021

9. Folders for use inside Documents

   63 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Sheri Hersom supported this idea  ·  Aug 26, 2021

10. Icon to show another user is in the same activity as you

    12 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Sheri Hersom supported this idea  ·  Aug 26, 2021

11. Change category type of multiple documents at once

    25 votes

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    1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Sheri Hersom supported this idea  ·  Aug 26, 2021

12. note document

    20 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Sheri Hersom supported this idea  ·  Aug 26, 2021

13. being notified when entering a contact that is a duplicate

    15 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Sheri Hersom supported this idea  ·  Aug 26, 2021

14. Customizable Landing Page

    26 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Sheri Hersom supported this idea  ·  Aug 26, 2021

15. Relationship between households

    85 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Sheri Hersom supported this idea  ·  Aug 26, 2021

16. Allow clients to self-schedule appointments directly through Redtail

    87 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Sheri Hersom supported this idea  ·  Aug 26, 2021

17. Linking documents to calendar events

    21 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  ·  Dec 21, 2018

18. Documents

    192 votes

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    18 comments  ·  Redtail CRM » Documents  ·  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!

    Sheri Hersom supported this idea  ·  Dec 21, 2018

19. Activities saved as draft

    332 votes

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    26 comments  ·  Redtail CRM » Calendar  ·  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  ·  Dec 11, 2018

20. Allow recurring events to SKIP over NYSE and national holidays - show holidays

    33 votes

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    1 comment  ·  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  ·  Dec 11, 2018