My feedback

30 results found

1. Make a "this was a client review" check box in notes and activities

   100 votes

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   6 comments  ·  Redtail CRM » Client Reviews  ·  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  ·  Oct 11, 2023

2. History of Client Reviews

   183 votes

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   9 comments  ·  Redtail CRM » Client Reviews  ·  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  ·  Oct 11, 2023

3. Add roles to the main page for a contact

   176 votes

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   12 comments  ·  Redtail CRM » Contact Record  ·  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  ·  Oct 9, 2023

4. 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  ·  Mar 16, 2023

5. 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  ·  Mar 16, 2023

6. 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  ·  Mar 16, 2023

7. Workflow automation to create Activities

   314 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  ·  Mar 16, 2023

8. 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  ·  Mar 16, 2023

9. 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  ·  Mar 16, 2023

10. 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  ·  Feb 3, 2023

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

    52 votes

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    1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Cheung Chan supported this idea  ·  Feb 3, 2023

12. 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  ·  Feb 3, 2023

13. 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  ·  Feb 3, 2023

14. 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  ·  Feb 3, 2023

15. 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  ·  Oct 24, 2022

16. 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  ·  Sep 19, 2022

17. Activity report based on date activity was created

    74 votes

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    4 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!

    Cheung Chan supported this idea  ·  Sep 19, 2022

18. Email Notification (Activity Assigned)

    91 votes

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    1 comment  ·  Redtail CRM » Notifications  ·  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!

    Cheung Chan supported this idea  ·  Sep 19, 2022

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

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Cheung Chan shared this idea  ·  Jul 31, 2022

20. 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  ·  Jul 31, 2022