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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  ·  Jan 15, 2021

2. Send invite to contact when scheduling an appointment

   32 votes

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

   THIS IS A GREAT IDEA!!

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   Tana Abad supported this idea  ·  Jan 8, 2021

3. 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  ·  Jan 8, 2021

4. calendar

   24 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Tana Abad supported this idea  ·  Jan 8, 2021

5. Customize Personal Profile Form

   468 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  ·  Jan 8, 2021