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1. Accounts Information

   57 votes

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   2 comments  ·  Redtail CRM » Accounts  ·  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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   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!

   S. Thomas supported this idea  ·  Apr 16, 2018

2. Option to view all activities

   392 votes

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   22 comments  ·  Redtail CRM » Activities  ·  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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   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!

   S. Thomas supported this idea  ·  Feb 22, 2017

3. When creating new activity, give users the option to make the "more details page" the default.

   803 votes

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   65 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
   How important is this to you?

   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!

   S. Thomas supported this idea  ·  Oct 12, 2015

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

   1,407 votes

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   71 comments  ·  Redtail CRM » Family  ·  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!

   An error occurred while saving the comment
   S. Thomas commented  ·  Oct 12, 2015  ·  Delete…

   Seems so logical and simple.

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   S. Thomas supported this idea  ·  Oct 12, 2015

5. Open Activities from Today screen - order of Past Due

   285 votes

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   12 comments  ·  Redtail CRM » Activities  ·  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!

   S. Thomas supported this idea  ·  Oct 12, 2015