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1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

   1,345 votes

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   68 comments  ·  Redtail CRM » Family  ·  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!

   Roger Kalina supported this idea  ·  September 21, 2015

2. We need the ability to identify emails that are not linked to a contact record.

   142 votes

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   15 comments  ·  Redtail CRM » Email  ·  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!

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   Roger Kalina commented  ·  March 11, 2014  ·  Delete…

   We used Junxure previously and like Redtail much better except for this one feature. Junxure has a binocular on outlook that was blacked out when the email was successfully captured into the CRM. This way we had an idea when an email was not captured and could manually sync it to CRM.

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   Roger Kalina supported this idea  ·  March 11, 2014