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38 results found

1. Review date for couples

   27 votes

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

2. NEXT REVIEW

   24 votes

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   Jess supported this idea  ·  November 04, 2021

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

   28 votes

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   Jess supported this idea  ·  November 04, 2021

4. 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.

   19 votes

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   Jess supported this idea  ·  November 04, 2021

5. client review

   37 votes

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

6. review date

   13 votes

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

7. add mobile phone as a field in mail merge

   59 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

8. 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

9. Review Tab

   49 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

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

    564 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

11. annual review

    51 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

12. Collapse Workflow Steps

    29 votes

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    1 comment  ·  Redtail CRM » Workflows  ·  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!

13. 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 →
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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. Create an Activity from the Opportunity Tracker

    262 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

15. Opportunity Tracker: Bulk Actions

    41 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

16. Assigning multiple advisers or Team to an Opportunity

    79 votes

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    6 comments  ·  Redtail CRM » Opportunities  ·  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 17, 2017

17. Add Opportunity Notes to Linked Contacts

    149 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

18. add a workflow to bulk actions

    139 votes

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    12 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!

    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!

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    Jess supported this idea  ·  March 07, 2017