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158 results found

1. Add Contact Roles as options for Custom Exports

   36 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Sep 15, 2026

2. Keep formatting when copying text from Word Documents to Contact Notes

   12 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 21, 2025

3. Add an option for a checklist in udf fields

   10 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 21, 2025

4. memberships

   33 votes

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   0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jul 23, 2024

5. Please make the comments on Notes more visible!

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Oct 5, 2023

6. adult children

   120 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 15, 2023

7. Setting preferences for each activity type length

   30 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 15, 2023

8. 'Assigned to' Activity Column Viewing

   52 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 15, 2023

9. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

   233 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 15, 2023

10. Add additional fonts in broadcast emails

    22 votes

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    0 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!

    Anonymous supported this idea  ·  Oct 25, 2022

11. Ring central

    22 votes

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    2 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Sep 30, 2022

12. UDFs should be able to be used in the advanced search feature

    19 votes

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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Sep 30, 2022

13. Improve Document Organization

    30 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Sep 30, 2022

14. Activity Template - Add checkboxes, fillable PDF style

    24 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Sep 30, 2022

15. Pin a note feature

    25 votes

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    3 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anonymous commented  ·  Sep 30, 2022  ·  Delete…

    Like in the Important Information section?

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16. ability to customize on screen field options shown for advanced search results

    8 votes

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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Sep 30, 2022

17. Note notification - the note populates the email

    37 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Sep 30, 2022

18. Avoid repeat reminders from falling on a weekend.

    38 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 29, 2022

19. Household names and labels

    33 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 29, 2022

20. Show Comments in the Notes

    23 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 29, 2022