My feedback

423 results found

1. Uncomplete Workflow tasks

   85 votes

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   3 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  ·  Aug 20, 2020

2. comment on completed Workflow steps

   11 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  ·  Aug 20, 2020

3. Add Workflow Task Notes

   33 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  ·  Aug 20, 2020

4. Automatic Spouse Contact Record Should Inherit Permissions

   19 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Aug 18, 2020

5. Custom Export needs to Include ALL Profile Information- why makes us wait years for this???!!!

   11 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Traci shared this idea  ·  Aug 7, 2020

6. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

   90 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Aug 5, 2020

7. CRS

   23 votes

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   1 comment  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Aug 5, 2020

8. Family tree

   89 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Aug 5, 2020

9. Allow for chosing colored text in activities and notes, and provide spellcheck.

   22 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Aug 3, 2020

10. Hide Default Categories (AGAIN)

    24 votes

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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Aug 3, 2020

11. Imaging Permissions

    49 votes

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    9 comments  ·  Redtail Imaging  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jul 29, 2020

12. Client Review Reminder by Months

    12 votes

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    0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jul 29, 2020

13. Personal Profile

    19 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jul 21, 2020

14. Family names

    33 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jul 16, 2020

15. Invite multiple clients at once to Speak

    32 votes

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    0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jun 16, 2020

16. workflow outcome description template

    20 votes

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    2 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  ·  Jun 11, 2020

17. Written Agreements Review Addtions

    23 votes

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    2 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jun 8, 2020

18. link workflow task to activity

    43 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  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!

    Traci supported this idea  ·  Jun 2, 2020

19. workflow filter

    23 votes

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    2 comments  ·  Redtail CRM » Workflows  ·  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!

    Traci supported this idea  ·  Jun 2, 2020

20. Link ALL accounts to an activity with one click

    27 votes

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