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1. note document

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Jen Carlson shared this idea  ·  Jul 1, 2021

2. Albridge Feed Missing Company Name and Registration Type

   190 votes

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   19 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   Jen Carlson shared this idea  ·  Nov 5, 2018

3. Deleting Tag Groups Should Be an Admin Function

   29 votes

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   3 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!

   Jen Carlson shared this idea  ·  May 14, 2018

4. Workflow Notifications- Choose when to send a notification

   27 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  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!

   Jen Carlson shared this idea  ·  Feb 21, 2018

5. Outcome of one workflow feed into another workflow

   511 votes

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   21 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!

   Jen Carlson supported this idea  ·  Feb 20, 2018

6. Add more fields under beneficiaries

   503 votes

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   15 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!

   Jen Carlson supported this idea  ·  Nov 29, 2017