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1. Redtail Speak

   33 votes

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   2 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Elyse Wholey commented  ·  Oct 8, 2024  ·  Delete…

   As an office, we will not be able to use Speak until we can use our office VOIP, which is what our clients are used to today with our current system. Please allow us to use current advisor/office phone number!

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   Elyse Wholey supported this idea  ·  Oct 8, 2024

2. Workflow Reports to include more detail such as complete workflows and outcome info.

   36 votes

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   1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Elyse Wholey supported this idea  ·  Jan 13, 2022

3. Edit 'Outcomes' in Workflows tool

   160 votes

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   8 comments  ·  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!

   Elyse Wholey supported this idea  ·  Jan 13, 2022