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37 results found

1. Scrap Worflows and Start Over

   52 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Jul 8, 2025

2. Edit Notes

   174 votes

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   9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Apr 24, 2024

3. Audit History for Editing Notes

   9 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Jul 5, 2023

4. Please add ability to edit notes

   26 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Jul 5, 2023

5. Can comments become bolded and change to another color once a comment is added, perhaps RED?

   13 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Jul 5, 2023

6. Show Comments in the Notes

   23 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Jul 5, 2023

7. Option to view all activities

   392 votes

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   22 comments  ·  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!

   Rick McCallister supported this idea  ·  Aug 18, 2022

8. Autogenerated fields based on age criteria

   38 votes

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   0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Aug 18, 2022

9. checklist

   117 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Rick McCallister supported this idea  ·  Mar 24, 2022

10. UDF Report: More Filters

    10 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Rick McCallister shared this idea  ·  Mar 24, 2022

11. notes comments should be viewable on the notes screen without having to click on them

    51 votes

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    3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Rick McCallister supported this idea  ·  Feb 3, 2021

12. View activities by household

    38 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Rick McCallister supported this idea  ·  Aug 24, 2020

13. Add more fields under beneficiaries

    503 votes

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    15 comments  ·  Redtail CRM » Accounts  ·  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!

    Rick McCallister supported this idea  ·  Aug 6, 2020

14. Add Latest CRS Delivery to the Know Your Client Tab

    78 votes

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    3 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Rick McCallister supported this idea  ·  Jul 15, 2020

15. Documents

    192 votes

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    18 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!

    Rick McCallister supported this idea  ·  Jul 15, 2020

16. DST Vision Integration

    110 votes

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    6 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!

    Rick McCallister supported this idea  ·  Apr 17, 2020

17. Meeting Agenda's

    134 votes

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    1 comment  ·  Redtail CRM » Activities  ·  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!

18. Make a "this was a client review" check box in notes and activities

    110 votes

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    6 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Rick McCallister supported this idea  ·  Jan 21, 2020

19. E-mail notifications for comments on existing notes

    398 votes

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    33 comments  ·  Redtail CRM » Notifications  ·  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!

    Rick McCallister supported this idea  ·  Oct 31, 2019

20. Contacts > Notes > Comments Notification

    119 votes

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    11 comments  ·  Redtail CRM » Notifications  ·  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!

    Rick McCallister supported this idea  ·  Oct 31, 2019