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11 results found

1. Dark Mode - Google has this feature. White background becomes black to help eye sight.

   44 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Kara supported this idea  ·  Mar 22, 2024

2. night mode

   46 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Kara supported this idea  ·  Mar 22, 2024

3. calendar dots

   3 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Kara shared this idea  ·  Mar 20, 2024

4. Using Nicknames to Search for Contacts when Linking to Notes and Activities

   95 votes

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   4 comments  ·  Redtail CRM » Notes  ·  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!

   Kara supported this idea  ·  Sep 14, 2021

5. Add documents to a contact record from the mobile app

   13 votes

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   1 comment  ·  Redtail CRM » Mobile App  ·  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!

   Kara supported this idea  ·  Mar 3, 2021

6. Make a "this was a client review" check box in notes and activities

   106 votes

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   6 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Kara supported this idea  ·  Feb 22, 2021

7. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

   34 votes

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   3 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kara supported this idea  ·  Feb 22, 2021

8. Alert reminder pop-up such as Outlook

   77 votes

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   1 comment  ·  Redtail CRM » Alerts and Warnings  ·  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!

   Kara supported this idea  ·  Jun 29, 2020

9. On the contact search results page make the columns sort-able.

   101 votes

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   13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   Kara supported this idea  ·  May 17, 2018

10. complete activities from calendar view

    110 votes

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    7 comments  ·  Redtail CRM » Activities  ·  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!

    Kara supported this idea  ·  May 17, 2018

11. Customized Reports exported to PDF

    61 votes

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    3 comments  ·  Redtail CRM » Custom Exports  ·  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!

    Kara supported this idea  ·  May 3, 2018