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54 results found

1. Workflow Complete Triggers Additional Workflow

   271 votes

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   6 comments  ·  Redtail CRM » Automations  ·  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!

   Georgia supported this idea  ·  Jun 18, 2019

2. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

   83 votes

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   6 comments  ·  Redtail CRM » Automations  ·  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!

   Georgia supported this idea  ·  Jun 18, 2019

3. Add automation actions

   134 votes

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   4 comments  ·  Redtail CRM » Automations  ·  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!

   Georgia supported this idea  ·  Jun 18, 2019

4. Add a 'Contact Category Change' Trigger Event for Automations

   194 votes

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   19 comments  ·  Redtail CRM » Automations  ·  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!

   Georgia supported this idea  ·  Jun 18, 2019

5. Activity Completed Trigger

   268 votes

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   10 comments  ·  Redtail CRM » Automations  ·  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!

   Georgia supported this idea  ·  Jun 18, 2019

6. Workflow automation to create Activities

   316 votes

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   8 comments  ·  Redtail CRM » Automations  ·  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!

   Georgia supported this idea  ·  Jun 18, 2019

7. Triggers

   251 votes

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   12 comments  ·  Redtail CRM » Automations  ·  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!

   Georgia supported this idea  ·  Jun 18, 2019

8. Automation templates & recurring workflows

   529 votes

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   16 comments  ·  Redtail CRM » Automations  ·  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!

   Georgia supported this idea  ·  Jun 18, 2019

9. Automations IF conditions...

   35 votes

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   0 comments  ·  Redtail CRM » Automations  ·  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!

   Georgia supported this idea  ·  Jun 18, 2019

10. Automation within a workflow based on outcome

    68 votes

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    1 comment  ·  Redtail CRM » Automations  ·  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!

    Georgia supported this idea  ·  Jun 18, 2019

11. Allow users to select office hours or availability on the calendar.

    39 votes

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    2 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!

    Georgia supported this idea  ·  Jun 18, 2019

12. Notes - Click Button to Add to Household

    119 votes

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    7 comments  ·  Redtail CRM » Notes  ·  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!

    Georgia supported this idea  ·  Jun 18, 2019

13. Ability to Re-Organize Menu

    38 votes

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    2 comments  ·  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!

    Georgia supported this idea  ·  Jun 18, 2019

14. custom exports

    20 votes

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    0 comments  ·  Redtail CRM » Custom Exports  ·  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!

    Georgia supported this idea  ·  Jun 18, 2019

15. Show fund number in the break down of an account

    39 votes

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    0 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!

    Georgia supported this idea  ·  Jun 18, 2019

16. Required Minimum Distribution

    17 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!

    Georgia supported this idea  ·  Jun 18, 2019

17. Age Based Triggers

    842 votes

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    25 comments  ·  Redtail CRM » Automations  ·  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!

    Georgia supported this idea  ·  May 17, 2018

18. Seminar cost

    31 votes

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    1 comment  ·  Redtail CRM » Seminar  ·  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!

    Georgia supported this idea  ·  May 17, 2018

19. add option to use custom label when adding phone # for new contact

    13 votes

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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  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!

    Georgia supported this idea  ·  May 17, 2018

20. Notification when ID expires

    114 votes

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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  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!

    Georgia supported this idea  ·  May 17, 2018