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1. auto complete calendar activities

   30 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  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!

   Trisha Olds supported this idea  ·  Mar 21, 2022

2. customize contact home page template

   61 votes

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   4 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Trisha Olds supported this idea  ·  Mar 21, 2022

3. customize today page

   53 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Trisha Olds supported this idea  ·  Mar 21, 2022

4. Workflow Task Display on the Today Page

   117 votes

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   4 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!

   Trisha Olds supported this idea  ·  Mar 21, 2022

5. notes comments should be viewable on the notes screen without having to click on them

   50 votes

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   3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Trisha Olds commented  ·  Mar 21, 2022  ·  Delete…

   We want to be able to see past linked notes and read them in order without having to click on each individual note. Maybe be able to expand to see them all in their entirety to read the history in sequence? Clicking on each one takes too much time and is not easy to read once there are many linked notes.

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   Trisha Olds supported this idea  ·  Mar 21, 2022