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423 results found

1. activity

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

2. 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

3. License Tracking

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

4. CUSTOM EXPORT TEMPLATE

   17 votes

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

5. cc

   14 votes

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   0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Dec 10, 2020

6. View past due Workflow activities / Roll forward past due Workflow Activities

   35 votes

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   1 comment  ·  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  ·  Dec 10, 2020

7. Add pinned notes to Latest Notes screen.

   84 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Dec 9, 2020

8. Household/Family

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Traci supported this idea  ·  Dec 9, 2020

9. Workflow Template Filter Option

   29 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  ·  Dec 4, 2020

10. Allow to notify when putting notes into a task from the calendar

    10 votes

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    0 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Dec 4, 2020

11. automated task creation

    10 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Dec 4, 2020

12. Head of Household indicated in contact main profile

    12 votes

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

13. Search for nearby clients list or map view

    27 votes

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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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  ·  Nov 24, 2020

14. Contacts > Notes > Comments Notification

    119 votes

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    11 comments  ·  Redtail CRM » Notifications  ·  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  ·  Nov 24, 2020

15. Notify User in Note

    85 votes

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    4 comments  ·  Redtail CRM » Notes  ·  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  ·  Nov 24, 2020

16. Add Timestamp Shortcut

    27 votes

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    3 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci commented  ·  Nov 24, 2020  ·  Delete…

    I have been asking for this for 3 years... sure would be nice!!

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    Traci supported this idea  ·  Nov 24, 2020

17. Mark Activity Incomplete or Canceled

    34 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Nov 20, 2020

18. When adding a note to a client, it would be helpful if there was a prompt to link the note to their spouse.

    33 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Nov 20, 2020

19. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes

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    4 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Nov 20, 2020

20. CRM documents to Imaging documents

    36 votes

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    0 comments  ·  Redtail Imaging  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Nov 20, 2020