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423 results found

1. 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

2. 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

3. 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

4. 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

5. 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

6. 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

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

   196 votes

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

8. 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

9. attach activity to workflow

   64 votes

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

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

    50 votes

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

11. Increased Limit on "Things to do Today"

    10 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

12. 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

13. be able to choose multiple categories on an activity

    24 votes

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

14. Customizable Beneficiary Report

    21 votes

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

15. 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.

    50 votes

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

16. Client Record/Personal Info Automation

    18 votes

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

17. Activity Template

    16 votes

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

18. 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

19. 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

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

    19 votes

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