Katie

My feedback

58 results found

1. 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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   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

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

   806 votes

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   65 comments  ·  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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   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. 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

4. Past due tasks stay on Today screen

   59 votes

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

5. 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

6. Creating an Activity Should Send ONE Notification

   53 votes

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   5 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

7. 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 →
   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

8. To do list

   59 votes

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   9 comments  ·  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

9. 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

10. adding multiple contacts to an activity

    138 votes

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    14 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

11. 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!

    We're glad you're here

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    Close

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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

12. Option to view all activities

    396 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

13. Option to automatically rollover activity

    1,264 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

14. 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

15. 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

16. 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

17. Tracking who was Notified in a note

    45 votes

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

18. 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