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423 results found

1. calendar

   18 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Oct 13, 2020

2. tasks

   18 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Oct 13, 2020

3. Workflow - Delete Steps after Workflow Launch

   17 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  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!

   Traci supported this idea  ·  Oct 13, 2020

4. Accounts

   7 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Oct 13, 2020

5. Add "Create Activity from Template" to automation actions

   22 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Oct 6, 2020

6. Total Accounts Chart on Account page should be just open accounts

   15 votes

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Oct 6, 2020

7. Viewing Notes section

   131 votes

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   2 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Sep 30, 2020

8. Notes

   143 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Sep 30, 2020

9. IMPORTANT NOTES

   21 votes

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   1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Sep 30, 2020

10. Direct Zoom Integration with Redtail CRM

    52 votes

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    2 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Sep 28, 2020

11. Retriever and Outlook calendar - link to contact based on email address of invitee

    34 votes

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    0 comments  ·  Redtail CRM » Retriever Cloud  ·  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!

    Traci supported this idea  ·  Sep 23, 2020

12. customize contact home page template

    61 votes

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    4 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Traci commented  ·  Sep 23, 2020  ·  Delete…

    Many providers offer this ability and it makes a world of difference!

    Save Submitting...
    Traci supported this idea  ·  Sep 23, 2020

13. 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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    Traci supported this idea  ·  Sep 23, 2020

14. Remove account balances on beneficiary report

    17 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Sep 22, 2020

15. Workflow due dates

    20 votes

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    1 comment  ·  Redtail CRM » Workflows  ·  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!

    Traci supported this idea  ·  Sep 22, 2020

16. Broadcast Email Template Automation

    27 votes

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    0 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!

    Traci supported this idea  ·  Sep 21, 2020

17. link activity template automatically with note template

    10 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Sep 21, 2020

18. Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.

    24 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Sep 14, 2020

19. Confetti when workflows are completed

    30 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  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!

    Traci supported this idea  ·  Aug 20, 2020

20. Adding Additional Roles

    234 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!

    Traci supported this idea  ·  Aug 20, 2020