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1. Activities/Activity Templates - Assign by Role

   3 votes

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   0 comments  ·  Redtail CRM » Templates  ·  Delete…  ·  Admin →
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   Hannah Tackett shared this idea  ·  October 06, 2022

2. Contact Report with Photo

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Hannah Tackett shared this idea  ·  October 05, 2022

3. Online or web link New Client/Prospect Data Gathering

   21 votes

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   2 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!

   Hannah Tackett supported this idea  ·  June 07, 2022

4. 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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   Hannah Tackett supported this idea  ·  April 05, 2022