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24 results found

1. An appointment feature where we can automatically rollover tasks

   6 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Janelle Bergstrom supported this idea  ·  Dec 30, 2024

2. rollover

   38 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Janelle Bergstrom supported this idea  ·  Dec 30, 2024

3. UDF's at Household Level

   33 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Janelle Bergstrom supported this idea  ·  Sep 19, 2023

4. Household

   74 votes

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   0 comments  ·  Redtail CRM » Family  ·  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!

   Janelle Bergstrom supported this idea  ·  Sep 19, 2023

5. Custom Export Options

   57 votes

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   0 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!

   Janelle Bergstrom supported this idea  ·  Sep 19, 2023

6. Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.

   10 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Janelle Bergstrom supported this idea  ·  Aug 30, 2023

7. udf layout customization

   9 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Janelle Bergstrom supported this idea  ·  Aug 30, 2023

8. auto complete calendar activities

   30 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  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!

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   Janelle Bergstrom commented  ·  May 4, 2023  ·  Delete…

   Agreed this would be helpful - maybe tie it to certain types of activities, like personal activities. Would be nice to not have to go in and clear out Dr appointments, etc.

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   Janelle Bergstrom supported this idea  ·  May 4, 2023

9. Show note comments on timeline

   331 votes

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   10 comments  ·  Redtail CRM » Timeline  ·  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!

   Janelle Bergstrom supported this idea  ·  May 1, 2023

10. Show Comments in the Notes

    20 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Janelle Bergstrom supported this idea  ·  May 1, 2023

11. notes comments should be viewable on the notes screen without having to click on them

    50 votes

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    3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Janelle Bergstrom supported this idea  ·  May 1, 2023

12. Contacts > Notes > Comments Notification

    119 votes

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    11 comments  ·  Redtail CRM » Notifications  ·  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!

    Janelle Bergstrom supported this idea  ·  May 1, 2023

13. Color Options in NOTES

    42 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Janelle Bergstrom supported this idea  ·  Apr 6, 2023

14. Activity Description Color Coding

    87 votes

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    4 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!

    Janelle Bergstrom supported this idea  ·  Apr 6, 2023

15. Highlighting text feature

    34 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Janelle Bergstrom supported this idea  ·  Apr 6, 2023

16. email history default to note: email received or email sent

    153 votes

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    13 comments  ·  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!

    Janelle Bergstrom supported this idea  ·  Apr 5, 2023

17. Link email to notes/activities

    654 votes

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

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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!

    Janelle Bergstrom supported this idea  ·  Apr 5, 2023

18. Option to automatically rollover activity

    1,243 votes

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    49 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!

    Janelle Bergstrom supported this idea  ·  Jul 8, 2022

19. Mark Activity Incomplete or Canceled

    34 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Janelle Bergstrom supported this idea  ·  Jun 8, 2022

20. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    196 votes

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    7 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Janelle Bergstrom supported this idea  ·  May 3, 2022