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10 results found

1. broadcast email

   6 votes

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   0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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   Donna L. shared this idea  ·  Jul 2, 2025

2. text color

   6 votes

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   0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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   Donna L. shared this idea  ·  May 12, 2025

3. Color Options in NOTES

   52 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Donna L. supported this idea  ·  May 12, 2025

4. Activity Description Color Coding

   103 votes

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   4 comments  ·  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!

   Donna L. supported this idea  ·  May 12, 2025

5. Highlighting text feature

   37 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Donna L. supported this idea  ·  May 12, 2025

6. Albridge Integration

   6 votes

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   1 comment  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Donna L. supported this idea  ·  May 12, 2025

7. Activity Template Automation

   97 votes

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   4 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!

   Donna L. supported this idea  ·  Apr 8, 2020

8. Pinned Post Report

   13 votes

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

   Donna L. shared this idea  ·  Nov 8, 2018

9. automate activities based by Client Status

   23 votes

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   0 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!

   Donna L. shared this idea  ·  Jun 18, 2018

10. Show the Details of the Actions done on the Timeline

    251 votes

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    14 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!

    An error occurred while saving the comment
    Donna L. commented  ·  May 31, 2017  ·  Delete…

    Timeline should include which contact (currently it only shows the notes without referencing which client)

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