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423 results found

1. Relationship between households

   85 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  May 7, 2021

2. We are new to Redtail but would greatly appreciate a Calendly integration

   29 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  May 6, 2021

3. Calendly Integration

   38 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  May 3, 2021

4. past due activities view should be default view

   16 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Apr 28, 2021

5. search bar

   26 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Apr 27, 2021

6. Color Options in NOTES

   39 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Apr 23, 2021

7. Option to automatically rollover activity

   1,239 votes

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   49 comments  ·  Redtail CRM » Activities  ·  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!

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   Traci commented  ·  Apr 22, 2021  ·  Delete…

   It has been 10 years since this suggestion was posted, over 1 year since Redtail acknowledged it, received over 1K votes and over 40 comments from users begging for it, and yet still NOTHING! WHY??

   Save Submitting...
   Traci supported this idea  ·  Aug 7, 2018

8. Make Albridge downloads more detailed; they are too basic.

   43 votes

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  Redtail Development Team responded

   This 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  ·  Apr 22, 2021

9. Albridge feed

   22 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  Redtail Development Team responded

   This 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  ·  Apr 22, 2021

10. Save Before Closing Warning

    30 votes

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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 20, 2021

11. put date on all notes and activities not "today"

    31 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 16, 2021

12. Outlook 365 Integration

    66 votes

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    2 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 16, 2021

13. Copy WealthBox with interface, intuitiveness and outlook integration

    13 votes

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    2 comments  ·  Redtail CRM » Artificial Intelligence  ·  Delete…  ·  Admin →
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    Traci commented  ·  Apr 16, 2021  ·  Delete…

    YES, PLEASE

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    Traci supported this idea  ·  Apr 16, 2021

14. Sort Opportunities

    21 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 8, 2021

15. Import Tool

    21 votes

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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 6, 2021

16. Ability for team members to see when someone is working on a task

    41 votes

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    3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Apr 6, 2021

17. browser tabs

    10 votes

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    1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Mar 31, 2021

18. Add Contact Roles as options for Custom Exports

    27 votes

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    0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Mar 30, 2021

19. Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed

    16 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Mar 30, 2021

20. Make shared contact card information more apparent

    11 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Mar 23, 2021