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33 results found

1. Expand automation options!!!!

   41 votes

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   2 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!

   Christina Perna supported this idea  ·  Jul 24, 2024

2. On the automation Templates would like to see the Category added. So that an activity will be automatically generated from type of category

   9 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Christina Perna supported this idea  ·  Jul 24, 2024

3. Expand Automation Options

   151 votes

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   7 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!

   Christina Perna supported this idea  ·  Jul 24, 2024

4. Automation

   18 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Christina Perna supported this idea  ·  Jul 24, 2024

5. automation

   9 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Christina Perna supported this idea  ·  Jul 24, 2024

6. Automation - Trigger Event - Contact Category Change

   41 votes

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   2 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Christina Perna supported this idea  ·  Jul 24, 2024

7. Add More Marital Status Options

   42 votes

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   5 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!

   Christina Perna supported this idea  ·  Aug 1, 2023

8. Align Household Marital Status in Contact Details with the Household

   12 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Christina Perna supported this idea  ·  Aug 1, 2023

9. Household names and labels

   29 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Christina Perna supported this idea  ·  Aug 1, 2023

10. Family member relationship

    60 votes

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    2 comments  ·  Redtail CRM » Family  ·  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!

    Christina Perna supported this idea  ·  Aug 1, 2023

11. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

    59 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!

    Christina Perna supported this idea  ·  Aug 1, 2023

12. "significant other, fiancee

    56 votes

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    2 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Christina Perna supported this idea  ·  Aug 1, 2023

13. Activity Completed Trigger

    275 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!

    Christina Perna supported this idea  ·  Aug 11, 2021

14. Show note comments on timeline

    328 votes

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    10 comments  ·  Redtail CRM » Timeline  ·  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!

    Christina Perna supported this idea  ·  Aug 8, 2017

15. Automations: Make the Know your Client Review Date a Trigger Event

    774 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!

    Christina Perna supported this idea  ·  Aug 4, 2017

16. Activities saved as draft

    332 votes

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    26 comments  ·  Redtail CRM » Calendar  ·  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!

    An error occurred while saving the comment
    Christina Perna commented  ·  Aug 4, 2017  ·  Delete…

    Please allow drafts for notes in activity description. Quite frequently we get interrupted in the middle of adding information in the description section of an activity. Having a draft of that information would be extremely helpful.

    Save Submitting...
    Christina Perna supported this idea  ·  Aug 4, 2017

17. Workflow automation to create Activities

    325 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!

    Christina Perna supported this idea  ·  Aug 4, 2017

18. Add Revenue to the Opportunities dashboard and reports

    382 votes

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    42 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!

    Christina Perna supported this idea  ·  Feb 15, 2017

19. Allow customization of "Written Agreement Review" types

    169 votes

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    19 comments  ·  Redtail CRM » Contact Record  ·  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!

    Christina Perna supported this idea  ·  Feb 8, 2017

20. Add an Estate Planning Tab

    103 votes

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    2 comments  ·  Redtail CRM » Know Your Client  ·  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!

    Christina Perna supported this idea  ·  May 30, 2016