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89 results found

1. Trusted Contact Field on Contact Card

   52 votes

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   2 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!

   JT Aztec supported this idea  ·  Sep 16, 2021

2. select all in contacts by state report

   7 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   JT Aztec supported this idea  ·  Sep 16, 2021

3. Add state of residence of contact without an address

   21 votes

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   1 comment  ·  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!

   JT Aztec supported this idea  ·  Sep 16, 2021

4. Restore full note view to inlude the full note, start date and complete date.

   174 votes

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   5 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   JT Aztec supported this idea  ·  Sep 16, 2021

5. Copy notes from one record to another record in bulk

   27 votes

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   3 comments  ·  Redtail CRM » Notes  ·  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!

   JT Aztec supported this idea  ·  Sep 16, 2021

6. copy note

   26 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   JT Aztec supported this idea  ·  Sep 16, 2021

7. Delete or move to end of list

   3 votes

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   0 comments  ·  Redtail CRM » Other  ·  Edit…  ·  Delete…  ·  Admin →
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   JT Aztec shared this idea  ·  Feb 15, 2021

8. Documents linked to notes that have a linked follo up activity should show on the activity as well.

   24 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   JT Aztec supported this idea  ·  Feb 15, 2021

9. Telephone support and user feedback

   12 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   JT Aztec supported this idea  ·  Feb 15, 2021

10. Recurring Activities Options

    23 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    JT Aztec supported this idea  ·  Feb 15, 2021

11. To maintain the original Created On date in Details of a repeating activity that is reset from its original date.

    5 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    JT Aztec supported this idea  ·  Feb 15, 2021

12. stop using terms like "All day Wednesday" in tasks and give me the date instead that the task is due

    25 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    JT Aztec supported this idea  ·  Feb 15, 2021

13. Contacts by State uses the Business Address State.

    9 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    JT Aztec shared this idea  ·  Feb 15, 2021

14. cc

    14 votes

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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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    JT Aztec supported this idea  ·  Jan 20, 2021

15. Font size

    21 votes

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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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    JT Aztec supported this idea  ·  Jan 20, 2021

16. Password expiration notification

    15 votes

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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  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!

    JT Aztec supported this idea  ·  Jan 20, 2021

17. Manage Database List

    16 votes

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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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    JT Aztec supported this idea  ·  Jan 20, 2021

18. header

    2 votes

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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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    JT Aztec supported this idea  ·  Jan 20, 2021

19. Add As Of Date to Portfolio Summary and Portfolio Detail Reports

    22 votes

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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

    JT Aztec supported this idea  ·  Jan 20, 2021

20. Save 'Common Filters' on Activity Reports

    235 votes

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

    JT Aztec supported this idea  ·  Jan 20, 2021