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4 results found

1. Add a time stamp to activities

   59 votes

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   5 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!

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   Derrick Jackson commented  ·  Jun 23, 2022  ·  Delete…

   We also had this at another broker-dealer and it was so helpful for complex tasks that had many people working on them.

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   Derrick Jackson supported this idea  ·  Jun 23, 2022

2. Invite multiple clients at once to Speak

   32 votes

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   0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Derrick Jackson supported this idea  ·  Feb 17, 2022

3. integrate RedTail CRM Calendar with Redtail hosted email

   21 votes

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   0 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!

   Derrick Jackson supported this idea  ·  Feb 17, 2022

4. speak window

   33 votes

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   1 comment  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Derrick Jackson supported this idea  ·  Feb 17, 2022