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408 results found

1. License Tracking

   12 votes

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

2. CUSTOM EXPORT TEMPLATE

   20 votes

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

3. cc

   15 votes

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

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

   47 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

5. Add pinned notes to Latest Notes screen.

   96 votes

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

6. Household/Family

   28 votes

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

7. Workflow Template Filter Option

   32 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

8. 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

9. 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

10. Head of Household indicated in contact main profile

    13 votes

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

11. 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

12. 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

13. Notify User in Note

    91 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

14. Add Timestamp Shortcut

    30 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

15. 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

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

    36 votes

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

17. CRM documents to Imaging documents

    38 votes

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

18. Calendly Integration

    43 votes

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

19. Moving team notice; rearrange "Today" page

    28 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Nov 20, 2020

20. Please create a "real time" view of things done in Redtail that day, like a social media feed

    12 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Traci supported this idea  ·  Nov 19, 2020