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8 results found

1. Uncomplete Workflow tasks

   86 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  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!

   Mike Sherwood supported this idea  ·  May 11, 2023

2. uncomplete entire workflow

   74 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  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!

   Mike Sherwood supported this idea  ·  May 11, 2023

3. adding multiple contacts to an activity

   126 votes

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   13 comments  ·  Redtail CRM » Activities  ·  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!

   An error occurred while saving the comment
   Mike Sherwood commented  ·  Jan 18, 2022  ·  Delete…

   This seems like a simple fix and low-hanging fruit to solve a lot of people's issues. Please re-look at this.

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   Mike Sherwood supported this idea  ·  Jan 18, 2022

4. Albridge Feed Missing Company Name and Registration Type

   184 votes

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   19 comments  ·  Redtail CRM » Integrations  ·  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!

   Mike Sherwood supported this idea  ·  Nov 11, 2021

5. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

   242 votes

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   22 comments  ·  Redtail CRM » Accounts  ·  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!

   Mike Sherwood supported this idea  ·  Nov 11, 2021

6. add a plug in for outlook so you can save emails to the client's redtail contact

   34 votes

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   1 comment  ·  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!

   Mike Sherwood supported this idea  ·  Oct 28, 2021

7. Have the ability to attach an email to another contact besides the contact that the email is sent to.

   26 votes

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   2 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Mike Sherwood supported this idea  ·  Oct 28, 2021

8. Create functionality so that an email received by another contact in the database could be linked to a different contact.

   27 votes

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   1 comment  ·  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!

   Mike Sherwood supported this idea  ·  Oct 28, 2021