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16 results found

1. Task Rollovers

   38 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Martin J. Scalzo supported this idea  ·  Oct 10, 2023

2. Review Reminder Date Rollover

   9 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Martin J. Scalzo supported this idea  ·  Oct 10, 2023

3. Option to automatically rollover activity

   1,217 votes

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   47 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!

   Martin J. Scalzo supported this idea  ·  Oct 10, 2023

4. allow Face ID as a way to sign in to the mobile app

   9 votes

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   0 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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   Martin J. Scalzo supported this idea  ·  Aug 1, 2023

5. next360 part of Pershing/Improvement to end user

   10 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  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!

   Martin J. Scalzo supported this idea  ·  Jul 20, 2023

6. Add a "Call History" log similar to "Email History"

   79 votes

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   0 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!

   Martin J. Scalzo supported this idea  ·  Jul 20, 2023

7. rightcapital

   13 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Martin J. Scalzo supported this idea  ·  Jul 20, 2023

8. Ring central

   21 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Martin J. Scalzo supported this idea  ·  Oct 10, 2022

9. FMG Suite (Segregate FMG Email Sent Notifications)

   12 votes

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   2 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Martin J. Scalzo commented  ·  Oct 10, 2022  ·  Delete…

   This would be nice.

   Save Submitting...
   Martin J. Scalzo shared this idea  ·  Mar 6, 2022

10. Recurring Workflows

    13 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Martin J. Scalzo supported this idea  ·  Nov 1, 2022

11. rollover

    35 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Martin J. Scalzo supported this idea  ·  Oct 10, 2022

12. fmg suite email

    14 votes

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    0 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!

    Martin J. Scalzo supported this idea  ·  Oct 10, 2022

13. RingCentral is a leading voip vendor. Is there a reason they are not an integration partner?

    48 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Martin J. Scalzo supported this idea  ·  Oct 10, 2022

14. Morningstar Workstation Single Sign-on

    3 votes

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    Martin J. Scalzo shared this idea  ·  Mar 4, 2022

15. morningstar

    1 vote

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    0 comments  ·  Redtail CRM » Keywords  ·  Delete…  ·  Admin →
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    Martin J. Scalzo shared this idea  ·  Mar 3, 2022

16. Morningstar Advisor Workstation Single Sign-on

    3 votes

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    0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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    Martin J. Scalzo shared this idea  ·  Mar 3, 2022