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39 results found

1. 'Complete' Client Reviews

   27 votes

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   Jess supported this idea  ·  November 04, 2021

2. Review date for couples

   27 votes

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   Jess supported this idea  ·  November 04, 2021

3. NEXT REVIEW

   21 votes

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   Jess supported this idea  ·  November 04, 2021

4. Option to Automatically Generate a Next Review Date based on COMPLETION of previous Review

   25 votes

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   Jess supported this idea  ·  November 04, 2021

5. RE: Next Review Date. Please enable us to put a future date not based on any previous review date and put it back to the way it used to be.

   16 votes

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   Jess supported this idea  ·  November 04, 2021

6. client review

   31 votes

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   1 comment  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Jess supported this idea  ·  November 04, 2021

7. review date

   10 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Jess supported this idea  ·  November 04, 2021

8. add mobile phone as a field in mail merge

   56 votes

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   2 comments  ·  Redtail CRM » Bulk Actions  ·  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!

   Jess supported this idea  ·  July 09, 2021

9. Change Phone Type Default to Mobile

   15 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Jess supported this idea  ·  July 09, 2021

10. Review Tab

    46 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!

    Jess supported this idea  ·  June 23, 2021

11. Make it possible to change a client's next review date without changing first review date!

    547 votes

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    34 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!

    Jess supported this idea  ·  June 23, 2021

12. annual review

    48 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!

    Jess supported this idea  ·  June 23, 2021

13. Collapse Workflow Steps

    29 votes

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    1 comment  ·  Redtail CRM » Workflows  ·  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!

14. Allow workflows to show up on "Today" Page without a due date

    31 votes

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    1 comment  ·  Redtail CRM » Workflows  ·  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!

15. Create an Activity from the Opportunity Tracker

    259 votes

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    25 comments  ·  Redtail CRM » Opportunities  ·  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!

    Jess supported this idea  ·  October 19, 2017

16. Opportunity Tracker: Bulk Actions

    38 votes

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    0 comments  ·  Redtail CRM » Bulk Actions  ·  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!

    Jess supported this idea  ·  October 19, 2017

17. Assigning multiple advisers or Team to an Opportunity

    79 votes

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    6 comments  ·  Redtail CRM » Opportunities  ·  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!

    Jess supported this idea  ·  October 17, 2017

18. Add Opportunity Notes to Linked Contacts

    145 votes

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

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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!

    Jess supported this idea  ·  October 17, 2017

19. add a workflow to bulk actions

    136 votes

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    12 comments  ·  Redtail CRM » Bulk Actions  ·  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!

    An error occurred while saving the comment
    Jess commented  ·  March 07, 2017  ·  Delete…

    It would be great to be able to send the workflows to search and then do a bulk name change, bulk task or bulk outcome change. Currently if the workflow name, a task or outcome within the workflow is changed/adjusted you have to individually change each record's workflow and or delete and reset up a new workflow. This is time consuming!

    Save Submitting...
    Jess supported this idea  ·  March 07, 2017