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1. Mobile app - add accounts to menu at bottom of Contact

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   0 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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   Bruce Lubatkin shared this idea  ·  Feb 6, 2024

2. Link Bank Account to Investment Accounts

   16 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Bruce Lubatkin supported this idea  ·  Aug 2, 2023

3. note document

   20 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Bruce Lubatkin supported this idea  ·  Jul 12, 2023

4. Activity Description Color Coding

   99 votes

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   4 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!

   Bruce Lubatkin supported this idea  ·  Jun 10, 2022