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15 results found

1. 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!

   Tana Abad supported this idea  ·  January 15, 2021

2. Send invite to contact when scheduling an appointment

   29 votes

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   2 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Tana Abad commented  ·  January 15, 2021  ·  Delete…

   THIS IS A GREAT IDEA!!

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   Tana Abad supported this idea  ·  January 08, 2021

3. SHOW FULL CONTACT CARD ON APPOINTMENT SHEETS

   6 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Tana Abad shared this idea  ·  January 15, 2021

4. Save all emails as notes

   19 votes

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   0 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!

   Tana Abad supported this idea  ·  January 08, 2021

5. calendar

   24 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Tana Abad supported this idea  ·  January 08, 2021

6. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

   138 votes

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   3 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Tana Abad supported this idea  ·  January 08, 2021

7. Customize Personal Profile Form

   462 votes

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   40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Tana Abad supported this idea  ·  January 08, 2021

8. Ability to Print the Contact Card

   17 votes

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   0 comments  ·  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!

   Tana Abad supported this idea  ·  January 08, 2021

9. Include client name on Contact Card / Contact Details

   7 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Tana Abad supported this idea  ·  January 15, 2021

10. Contact information important

    14 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Tana Abad supported this idea  ·  January 15, 2021

11. The field for target retirement date is very important and should be more easily visible

    10 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Tana Abad supported this idea  ·  January 15, 2021

12. Add a banner for contacts who have closed their accounts

    15 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Tana Abad supported this idea  ·  January 15, 2021

13. multiple locations

    2 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Tana Abad supported this idea  ·  January 08, 2021

14. Allow the view of the contact/all the data to be customizable

    35 votes

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    1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Tana Abad supported this idea  ·  January 15, 2021

15. ABILITY TO SEE CONTACT INFORMATION ON PRINTED ACTIVITY DETAIL

    3 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Edit…  ·  Delete…  ·  Admin →
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    Tana Abad supported this idea  ·  January 15, 2021
    Tana Abad shared this idea  ·  January 08, 2021