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29 results found

1. Triggers

   251 votes

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   12 comments  ·  Redtail CRM » Automations  ·  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!

   Connor supported this idea  ·  October 21, 2021

2. Activities saved as draft

   329 votes

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   26 comments  ·  Redtail CRM » Calendar  ·  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!

   Connor supported this idea  ·  October 21, 2021

3. Option to view all activities

   383 votes

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   22 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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   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!

   Connor supported this idea  ·  October 21, 2021

4. Customize Email viewing permissions

   488 votes

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   56 comments  ·  Redtail CRM » Email  ·  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!

   Connor supported this idea  ·  October 21, 2021

5. Link email to notes/activities

   628 votes

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   24 comments  ·  Redtail CRM » Email  ·  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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   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!

   Connor supported this idea  ·  October 21, 2021

6. Age Based Triggers

   842 votes

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   25 comments  ·  Redtail CRM » Automations  ·  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!

   Connor supported this idea  ·  October 21, 2021

7. Option to automatically rollover activity

   1,217 votes

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   47 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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   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!

   Connor supported this idea  ·  October 21, 2021

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

   1,345 votes

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   68 comments  ·  Redtail CRM » Family  ·  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!

   Connor supported this idea  ·  October 21, 2021

9. copy note

   26 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Connor supported this idea  ·  October 21, 2021

10. Contact Card- Have option to add "Best Time to Call". This would make it more efficient to get in contact with clients for both parties

    16 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Connor supported this idea  ·  October 21, 2021

11. Color Options in NOTES

    36 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Connor supported this idea  ·  October 21, 2021

12. Interactive Form

    19 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Connor supported this idea  ·  October 21, 2021

13. Option to change the note time stamp

    39 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Connor supported this idea  ·  October 21, 2021

14. Avoid repeat reminders from falling on a weekend.

    35 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Connor supported this idea  ·  October 21, 2021

15. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    138 votes

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    3 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Connor supported this idea  ·  October 21, 2021

16. Relationship between households

    82 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Connor supported this idea  ·  October 21, 2021

17. Allow only zip code, or city/state to be entered

    5 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Connor supported this idea  ·  October 21, 2021

18. Marking an activity as complete removes it for all users

    9 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Connor supported this idea  ·  October 21, 2021

19. Automation link/ create Opportunity

    13 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Connor supported this idea  ·  October 21, 2021

20. Have option to send calendar events invites to scheduled events with existing contacts

    2 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Connor supported this idea  ·  October 21, 2021