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1. Zimbra

   359 votes

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   43 comments  ·  Redtail CRM » Integrations  ·  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!

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   Ernie Renner commented  ·  November 17, 2016  ·  Delete…

   I hate relying on Outlook for integration... it's buggy, inconvenient and cumbersome.

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   Ernie Renner supported this idea  ·  November 17, 2016

2. Filter indiviual advisor's client's birthday reminders.

   128 votes

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   11 comments  ·  Redtail CRM » Calendar  ·  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!