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32 results found

1. History of Client Reviews

   193 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

2. track appointments only

   3 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Cheung Chan shared this idea  ·  Oct 11, 2023

3. Add roles to the main page for a contact

   186 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. Uncomplete Workflow tasks

   86 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

5. Workflow automation to create Activities

   328 votes

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   10 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

6. Start and Complete Date for Activities Reports

   9 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

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

   76 votes

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

8. Be able to Archive an entire file.

   38 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

9. filter by completion date

   9 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

10. Activity report based on date activity was created

    86 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!

    Cheung Chan supported this idea  ·  Sep 19, 2022

11. Email Notification (Activity Assigned)

    94 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  ·  Sep 19, 2022

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

    8 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