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1. cc

   14 votes

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   0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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   Kaila supported this idea  ·  Jan 7, 2022

2. Spouse's name in broadcast email to work effectively

   13 votes

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   0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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   Kaila supported this idea  ·  Jan 7, 2022

3. search notes by user

   24 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kaila supported this idea  ·  Jan 7, 2022

4. SYNC Calendar with Microsoft Exchange

   18 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Kaila supported this idea  ·  Jul 16, 2021

5. App/Connector for Microsoft Teams

   34 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Kaila commented  ·  Jul 16, 2021  ·  Delete…

   We would love the calendar to sync with Outlook and Teams automatically

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   Kaila supported this idea  ·  May 11, 2021

6. Relationship between households

   82 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Kaila supported this idea  ·  May 25, 2021

7. workflow

   7 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Kaila supported this idea  ·  May 25, 2021

8. Printable Overview of Workflow Templates

   37 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Kaila supported this idea  ·  May 25, 2021

9. Revert to old workflows - new design HORRIBLE and NON FUNCTIONAL

   58 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Kaila supported this idea  ·  May 24, 2021

10. Task lists to appear as "boards" as in Microsoft Teams or Asana

    11 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Kaila supported this idea  ·  May 11, 2021

11. teams

    29 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Kaila commented  ·  May 11, 2021  ·  Delete…

    Please! This would be so helpful!

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    Kaila supported this idea  ·  May 11, 2021

12. flock

    4 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Kaila supported this idea  ·  May 11, 2021

13. Calendly Integration

    38 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Kaila supported this idea  ·  May 11, 2021

14. Ability to change username

    15 votes

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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  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!

    Kaila supported this idea  ·  Mar 31, 2021

15. dark mode

    207 votes

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    6 comments  ·  Redtail CRM » Settings & Preferences  ·  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!

    Kaila supported this idea  ·  Mar 31, 2021

16. Password expiration notification

    15 votes

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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  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!

    Kaila supported this idea  ·  Mar 31, 2021

17. Have a demo mode available when using RT account for quick instructions when creating workflows/activity templates/ automation, etc.

    6 votes

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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  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!

    Kaila supported this idea  ·  Mar 31, 2021

18. Relocation of Important Information Icon

    5 votes

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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  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!

    Kaila supported this idea  ·  Mar 31, 2021

19. allow beneficiaries to be listed on the personal profile form when printed for clients to review during a meeting

    22 votes

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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Kaila supported this idea  ·  Mar 31, 2021

20. Password criteria should be shown when creating a new password

    12 votes

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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Kaila supported this idea  ·  Mar 31, 2021