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12 results found

1. UDF automation action item

   29 votes

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   1 comment  ·  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!

   Heidi Rodenbaugh supported this idea  ·  Jun 28, 2021

2. Automation functionality with UDF status changes

   27 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Heidi Rodenbaugh supported this idea  ·  Jun 28, 2021

3. Calendar Integration with Calendly

   50 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Heidi Rodenbaugh supported this idea  ·  Feb 25, 2021

4. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

   131 votes

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   8 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!

   Heidi Rodenbaugh supported this idea  ·  Feb 25, 2021

5. Calendly Integration

   43 votes

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   2 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Heidi Rodenbaugh supported this idea  ·  Feb 25, 2021

6. Calendly Integration

   71 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!

   Heidi Rodenbaugh supported this idea  ·  Feb 25, 2021

7. Calendly Integration

   195 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!

   Heidi Rodenbaugh supported this idea  ·  Feb 25, 2021

8. Scheduling & Confirmations

   148 votes

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   3 comments  ·  Redtail CRM » Integrations  ·  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!

   Heidi Rodenbaugh supported this idea  ·  Feb 25, 2021

9. Please integrate RedTail with Calendly

   55 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  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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   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!

   Heidi Rodenbaugh supported this idea  ·  Feb 25, 2021

10. COVID-19 - Virtual Scheduling

    44 votes

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    3 comments  ·  Redtail CRM » Integrations  ·  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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    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!

    Heidi Rodenbaugh supported this idea  ·  Feb 25, 2021

11. Note Category - Ability to select more than one category for a note

    160 votes

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    6 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!

    An error occurred while saving the comment
    Heidi Rodenbaugh commented  ·  Jun 25, 2020  ·  Delete…

    I would also suggest that multiple categories be an option for an activity as well.

    Save Submitting...

12. Add automation actions

    134 votes

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    4 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!

    An error occurred while saving the comment
    Heidi Rodenbaugh commented  ·  Jun 28, 2017  ·  Delete…

    It would also be great if the "action type" allowed us to create an activity when a status has changed.

    Save Submitting...
    Heidi Rodenbaugh supported this idea  ·  Jun 28, 2017