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27 results found

1. Notify Team Default

   9 votes

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   1 comment  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Cheung Chan supported this idea  ·  March 16, 2023

2. Creator receiving own team email notification

   42 votes

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   3 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!

   Cheung Chan supported this idea  ·  March 16, 2023

3. Uncomplete Workflow tasks

   74 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!

   Cheung Chan supported this idea  ·  March 16, 2023

4. Workflow automation to create Activities

   311 votes

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   8 comments  ·  Redtail CRM » Automations  ·  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!

   Cheung Chan supported this idea  ·  March 16, 2023

5. Start and Complete Date for Activities Reports

   6 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Cheung Chan supported this idea  ·  March 16, 2023

6. Email's sent regarding an activity need improvement

   15 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!

   Cheung Chan supported this idea  ·  March 16, 2023

7. Create ability to archive notes

   7 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Cheung Chan supported this idea  ·  February 03, 2023

8. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

   46 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Cheung Chan supported this idea  ·  February 03, 2023

9. buisness contacts

   9 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Cheung Chan supported this idea  ·  February 03, 2023

10. Be able to Archive an entire file.

    35 votes

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    4 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Cheung Chan supported this idea  ·  February 03, 2023

11. Ability to archive a UDF

    21 votes

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    3 comments  ·  Redtail CRM » Contact Record  ·  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!

    Cheung Chan supported this idea  ·  February 03, 2023

12. filter by completion date

    3 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Cheung Chan shared this idea  ·  October 24, 2022

13. Report with Activity Creation Date

    1 vote

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Cheung Chan shared this idea  ·  September 19, 2022

14. Activity report based on date activity was created

    71 votes

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    4 comments  ·  Redtail CRM » Activities  ·  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!

    Cheung Chan supported this idea  ·  September 19, 2022

15. Email Notification (Activity Assigned)

    91 votes

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    1 comment  ·  Redtail CRM » Notifications  ·  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!

    Cheung Chan supported this idea  ·  September 19, 2022

16. ability to filter UDF dates by greater than, less than or between for dates

    1 vote

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Cheung Chan shared this idea  ·  July 31, 2022

17. ability to customize on screen field options shown for advanced search results

    7 votes

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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Cheung Chan shared this idea  ·  July 31, 2022

18. activities report to show contact name

    1 vote

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Cheung Chan shared this idea  ·  July 27, 2022

19. show workflow steps on calendar

    1 vote

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Cheung Chan shared this idea  ·  July 22, 2022

20. Report field value formatting

    2 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Cheung Chan shared this idea  ·  July 22, 2022