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1. Display memberships on the front page of the contact record.

   428 votes

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   22 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

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   Kurt Reif commented  ·  Oct 20, 2017  ·  Delete…

   Can we also make the "Contact Is" their job title?

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   Kurt Reif supported this idea  ·  Aug 24, 2017

2. add a workflow to bulk actions

   139 votes

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   12 comments  ·  Redtail CRM » Bulk Actions  ·  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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   Kurt Reif commented  ·  Jul 21, 2015  ·  Delete…

   Previously, we would be able Bulk Add workflows. This worked great when we had 18 client meetings needed to set for August where we have a workflow to partition work. The previous version of Redtail had this feature. Tailwag does not. A new feature, using the drop down box to Add a work flow would be nice. Next to add a Activity... Note.

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   Kurt Reif supported this idea  ·  Jul 21, 2015

3. Add Revenue to the Opportunities dashboard and reports

   382 votes

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   42 comments  ·  Redtail CRM » Opportunities  ·  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!

   Kurt Reif supported this idea  ·  Nov 7, 2014