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1. A box in the Misc Information Tab specific for children and grandchildren and their birthdates

   19 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Rikki Campbell supported this idea  ·  Jan 18, 2023

2. advanced search

   3 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Rikki Campbell shared this idea  ·  Jan 18, 2023

3. Pinned note(s) show first on main Contact Screen Note Box

   151 votes

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   5 comments  ·  Redtail CRM » Notes  ·  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!

   Rikki Campbell supported this idea  ·  Jan 18, 2023

4. "Clone" Workflow Step

   42 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  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!

   Rikki Campbell supported this idea  ·  Jul 29, 2021