My feedback

15 results found

1. When creating new activity, give users the option to make the "more details page" the default.

   792 votes

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   65 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!

   Kristin McCoy supported this idea  ·  Feb 26, 2025

2. When adding/updating activity being able to notify a user not just a team

   6 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Kristin McCoy supported this idea  ·  Feb 26, 2025

3. Notify User

   31 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kristin McCoy supported this idea  ·  Feb 26, 2025

4. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

   178 votes

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   22 comments  ·  Redtail CRM » Workflows  ·  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!

   Kristin McCoy supported this idea  ·  Jun 12, 2024

5. Automatically Create and Email Reports to User in Recurring Schedule

   68 votes

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   11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Kristin McCoy supported this idea  ·  Aug 3, 2023

6. uncomplete entire workflow

   74 votes

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   1 comment  ·  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!

   Kristin McCoy supported this idea  ·  Jul 5, 2023

7. 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!

   Kristin McCoy supported this idea  ·  Jun 16, 2023

8. Copy Roles selection to the Spouse in a new contact

   36 votes

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   2 comments  ·  Redtail CRM » Contact Add Screen  ·  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!

   Kristin McCoy supported this idea  ·  Jun 16, 2023

9. Notes - Click Button to Add to Household

   119 votes

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   7 comments  ·  Redtail CRM » Notes  ·  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!

   Kristin McCoy supported this idea  ·  May 19, 2023

10. We have annual reviews, and quarterly check-ins for each client. I would love for the ability to create more than one review per client.

    13 votes

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    0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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    Kristin McCoy shared this idea  ·  Jan 10, 2023

11. Client Review Revamp!!

    63 votes

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    0 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!

    Kristin McCoy supported this idea  ·  Jan 10, 2023

12. Notes--being able to link a contact to a note you have already posted.

    22 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Kristin McCoy supported this idea  ·  Nov 17, 2022

13. Link a Contact to a note after it has been Created

    34 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Kristin McCoy supported this idea  ·  Nov 17, 2022

14. link contact to note after note is posted

    38 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Kristin McCoy supported this idea  ·  Nov 17, 2022

15. Phonetic Spelling/Pronunciation Field

    57 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Kristin McCoy supported this idea  ·  May 12, 2022