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17 results found

1. Change First Review to Last Review under Client Review

   419 votes

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   27 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Charles Tiblier supported this idea  ·  October 12, 2022

2. App/Connector for Microsoft Teams

   34 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Charles Tiblier supported this idea  ·  June 08, 2023

3. RingCentral is a leading voip vendor. Is there a reason they are not an integration partner?

   48 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Charles Tiblier supported this idea  ·  June 07, 2023

4. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

   74 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Charles Tiblier supported this idea  ·  June 07, 2023

5. Automations: Make the Know your Client Review Date a Trigger Event

   741 votes

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   32 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Charles Tiblier supported this idea  ·  October 26, 2022

6. Automatically update last review date in client review section

   104 votes

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   2 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!

   Charles Tiblier supported this idea  ·  October 12, 2022

7. Client Review - it would be helpful to be able to add the "last review date"

   54 votes

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   1 comment  ·  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!

   Charles Tiblier supported this idea  ·  October 12, 2022

8. mitel

   4 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Charles Tiblier supported this idea  ·  October 05, 2022

9. Report that will run last Client Review date

   43 votes

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

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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!

   Charles Tiblier supported this idea  ·  October 05, 2022

10. log in notification

    3 votes

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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    Charles Tiblier shared this idea  ·  September 27, 2022

11. Annual Review Checkbox

    44 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  August 26, 2022

12. Allow clients to self-schedule appointments directly through Redtail

    84 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  August 26, 2022

13. Redtail Speak

    21 votes

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    1 comment  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  August 26, 2022

14. Add feature to upload files through the mobile RedTail

    19 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  August 26, 2022

15. checklist

    99 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  August 26, 2022

16. Intergrate the Redtail CRM to work with Mitel phone systems.

    9 votes

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    1 comment  ·  Redtail CRM » Integrations  ·  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!

    Charles Tiblier supported this idea  ·  August 26, 2022

17. Ring central

    15 votes

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    0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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    Charles Tiblier supported this idea  ·  August 26, 2022