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157 results found

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

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

2. 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

3. 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

4. Please make the comments on Notes more visible!

   3 votes

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

5. adult children

   110 votes

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

6. Setting preferences for each activity type length

   27 votes

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

7. '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

8. 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

9. 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

10. 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

11. 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

12. Improve Document Organization

    29 votes

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

13. 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

14. 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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15. 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

16. Note notification - the note populates the email

    35 votes

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

17. 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

18. Household names and labels

    29 votes

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

19. 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

20. Please make options for memberships non-gender specific. ex: sibling instead of brother or sister.

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    1 comment  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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    Anonymous commented  ·  Mar 29, 2022  ·  Delete…

    You have the option of creating your own custom membership fields. Go to Manage Your Account > Manage Database Lists (at the bottom of the page) > Membership Codes (on the left) and add whatever fields you want.

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