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408 results found

1. 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

2. Family tree

   98 votes

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

3. 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

4. Hide Default Categories (AGAIN)

   36 votes

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

5. 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

6. Client Review Reminder by Months

   15 votes

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

7. 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

8. Family names

   36 votes

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

9. 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

10. 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

11. 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

12. link workflow task to activity

    43 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  ·  Jun 2, 2020

13. workflow filter

    26 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 2, 2020

14. Link ALL accounts to an activity with one click

    32 votes

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

15. Automation Triggers based on Day, Month, Quarter

    27 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jun 1, 2020

16. Add documents to workflows!

    619 votes

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    32 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  ·  Nov 28, 2017

17. Activities saved as draft

    335 votes

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    26 comments  ·  Redtail CRM » Calendar  ·  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  ·  May 29, 2020

18. To Do List

    91 votes

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    1 comment  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  May 27, 2020

19. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

    37 votes

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    2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci commented  ·  May 26, 2020  ·  Delete…

    Could not agree more!!!!!!

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    Traci supported this idea  ·  May 26, 2020

20. Target Dates Based on Previous Step

    31 votes

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    1 comment  ·  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  ·  May 1, 2020