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14 results found

1. activity completion timeline

   9 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Ryan supported this idea  ·  May 01, 2023

2. Activity Report Export - Add columns for user that completed and completion timestamp

   6 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Ryan supported this idea  ·  May 01, 2023

3. Uncomplete Notes Removed

   11 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Ryan shared this idea  ·  January 09, 2023

4. 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!

   Ryan supported this idea  ·  January 09, 2023

5. Uncomplete Workflow tasks

   79 votes

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   3 comments  ·  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!

   Ryan supported this idea  ·  January 09, 2023

6. filter timeline by user

   26 votes

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   3 comments  ·  Redtail CRM » Timeline  ·  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!

   Ryan supported this idea  ·  January 09, 2023

7. Deleting Tag Groups Should Be an Admin Function

   27 votes

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   3 comments  ·  Redtail CRM » Settings & Preferences  ·  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!

   Ryan supported this idea  ·  January 09, 2023

8. Linking Activities, Workflows, Notes, Documents, & Opportunities

   336 votes

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   14 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!

   Ryan supported this idea  ·  September 19, 2022

9. Option to view all activities

   383 votes

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   22 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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   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!

   Ryan supported this idea  ·  September 19, 2022

10. Option to automatically rollover activity

    1,217 votes

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    47 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!

    Ryan supported this idea  ·  September 19, 2022

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

    175 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!

    Ryan supported this idea  ·  September 19, 2022

12. Dynamic Workflow Due Dates

    364 votes

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    15 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!

    Ryan supported this idea  ·  September 19, 2022

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

    87 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Ryan commented  ·  September 19, 2022  ·  Delete…

    Where are we on this feature? As OP indicated, lots of people have requested this but I fail to see any update on this. Definitely need improvement to the calendar functionality/management.

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    Ryan supported this idea  ·  September 19, 2022

14. Alerts for Schedule Appointments

    46 votes

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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  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!

    Ryan supported this idea  ·  September 19, 2022