My feedback

59 results found

1. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

   30 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Katie supported this idea  ·  Aug 1, 2022

2. Open Activities from Today screen - order of Past Due

   285 votes

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   12 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!

   Katie supported this idea  ·  Aug 1, 2022

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

   803 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!

   Katie supported this idea  ·  Aug 1, 2022

4. Mark Activity Incomplete or Canceled

   34 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Katie supported this idea  ·  Aug 1, 2022

5. Past due tasks stay on Today screen

   56 votes

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   4 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Katie supported this idea  ·  Aug 1, 2022

6. Add a "Team" option when assigning new Tasks/Activities

   35 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Katie supported this idea  ·  Aug 1, 2022

7. Creating an Activity Should Send ONE Notification

   53 votes

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   5 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!

   Katie supported this idea  ·  Aug 1, 2022

8. list two contacts when attached to note/activity, not just '2 contacts'

   79 votes

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   1 comment  ·  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!

   Katie supported this idea  ·  Aug 1, 2022

9. To do list

   56 votes

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   9 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Katie supported this idea  ·  Aug 1, 2022

10. Arrange All Day Activities

    76 votes

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    8 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Katie supported this idea  ·  Aug 1, 2022

11. adding multiple contacts to an activity

    138 votes

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    13 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Katie supported this idea  ·  Aug 1, 2022

12. Meeting Agenda's

    134 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Katie supported this idea  ·  Aug 1, 2022

13. Option to view all activities

    392 votes

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    22 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Katie supported this idea  ·  Aug 1, 2022

14. Option to automatically rollover activity

    1,261 votes

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    50 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Katie supported this idea  ·  Aug 1, 2022

15. Avoid repeat reminders from falling on a weekend.

    38 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Katie supported this idea  ·  Aug 1, 2022

16. Relationship between households

    85 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Katie supported this idea  ·  Aug 1, 2022

17. checklist

    117 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Katie supported this idea  ·  Aug 1, 2022

18. Tracking who was Notified in a note

    36 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Katie supported this idea  ·  Aug 1, 2022

19. Activities - Linking Spouse/Significant other

    55 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Katie supported this idea  ·  Aug 1, 2022