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1. Client Review Reminder

   79 votes

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   1 comment  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Barbara Wilkens shared this idea  ·  Sep 9, 2021

2. MEMBERSHIP

   14 votes

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   0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Barbara Wilkens shared this idea  ·  Mar 13, 2021

3. Junxure Time Stamp

   25 votes

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   1 comment  ·  Redtail CRM » Activities  ·  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!

   Barbara Wilkens shared this idea  ·  Oct 8, 2019

4. Opportunities should have at least 3 date fields

   138 votes

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   7 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!

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   Barbara Wilkens commented  ·  May 12, 2017  ·  Delete…

   Ability to enter a Start Date for the Opportunity. It would make more sense for us to have a close date on an opportunity without having a start date.

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   Barbara Wilkens supported this idea  ·  May 12, 2017