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408 results found

1. Tag group - most recent at the top and on the first page

   12 votes

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   1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Jan 13, 2021

2. Create an integration with Calendly that will allow for you to create notes in Redtail

   12 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Jan 13, 2021

3. Calendar Sync

   16 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Jan 11, 2021

4. Create activity from an email

   30 votes

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   1 comment  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Jan 11, 2021

5. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

   313 votes

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   Reviewed  ·  13 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Apr 14, 2020

6. Activity - "Waiting for" field

   18 votes

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

7. attach activity to workflow

   68 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Dec 30, 2020

8. notes comments should be viewable on the notes screen without having to click on them

   51 votes

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   3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Dec 30, 2020

9. Increased Limit on "Things to do Today"

   13 votes

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   1 comment  ·  Redtail CRM » Today's Overview  ·  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  ·  Dec 29, 2020

10. Recurring Activities Options

    26 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Dec 29, 2020

11. be able to choose multiple categories on an activity

    27 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Dec 28, 2020

12. Customizable Beneficiary Report

    22 votes

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

13. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

    56 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Dec 18, 2020

14. Client Record/Personal Info Automation

    21 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Dec 17, 2020

15. Activity Template

    17 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Dec 17, 2020

16. map link

    10 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Dec 16, 2020

17. Ability to merge Tag Groups

    8 votes

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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Dec 15, 2020

18. need to connect adult children to thier parents, women often have different last names. Hard to find 3 years later.

    22 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Dec 14, 2020

19. activity

    28 votes

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

20. Tasks in Redtail

    13 votes

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