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408 results found

1. Outlook Add-in

   25 votes

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   0 comments  ·  Redtail CRM  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Feb 12, 2021

2. From app add more than 1 contact to a note

   19 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Feb 11, 2021

3. Please provide unlimited trigger options

   22 votes

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   1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Feb 10, 2021

4. Family Tree Mapping

   66 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Feb 10, 2021

5. Phonetic Spelling/Pronunciation Field

   57 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Feb 9, 2021

6. Divorced Couples with Children

   32 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Feb 1, 2021

7. Add Keywords/Tags to Activities

   9 votes

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   1 comment  ·  Redtail CRM » Keywords  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Jan 28, 2021

8. email reporting

   241 votes

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   10 comments  ·  Redtail CRM » Email  ·  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!

   Traci supported this idea  ·  Jan 27, 2021

9. Please add Preferred Email and Phone# as options on the Custom Export Template

   8 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Jan 26, 2021

10. written agreement area be editable

    13 votes

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    0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jan 26, 2021

11. checkbox

    18 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jan 26, 2021

12. udf

    14 votes

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    1 comment  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jan 25, 2021

13. Click and Drag Activity to a Trash can

    16 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jan 22, 2021

14. SYNC Calendar with Microsoft Exchange

    18 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jan 22, 2021

15. workflow report bulk actions

    15 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jan 22, 2021

16. add an "as of date" to estimated net worth- this changes!!!

    13 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jan 20, 2021

17. trigger events

    18 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jan 20, 2021

18. Notify User

    40 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jan 19, 2021

19. Retirement date alert

    15 votes

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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jan 15, 2021

20. Option to choose privacy for activities when creating them

    17 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Jan 15, 2021