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31 results found

1. Use RedTail Login for RedTail websites

   12 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Rebecca Westveer supported this idea  ·  Mar 11, 2024

2. Setting preferences for each activity type length

   23 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Rebecca Westveer supported this idea  ·  Mar 11, 2024

3. 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

   178 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Rebecca Westveer supported this idea  ·  Mar 11, 2024

4. night mode

   46 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Rebecca Westveer supported this idea  ·  Mar 11, 2024

5. Dark Mode - Google has this feature. White background becomes black to help eye sight.

   44 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Rebecca Westveer supported this idea  ·  Mar 11, 2024

6. dark mode

   204 votes

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   6 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   Rebecca Westveer supported this idea  ·  Mar 11, 2024

7. Pin a note feature

   21 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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8. Multiple linked contacts in workflows - Display their names, not "2"

   27 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Rebecca Westveer supported this idea  ·  May 18, 2023

9. workflow

   19 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Rebecca Westveer supported this idea  ·  May 18, 2023

10. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    34 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Rebecca Westveer supported this idea  ·  May 18, 2023

11. Annual Review Checkbox

    54 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Rebecca Westveer supported this idea  ·  May 18, 2023

12. Entering and updating Seminar/Event Attendees

    74 votes

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    2 comments  ·  Redtail CRM » Seminar  ·  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!

    Rebecca Westveer supported this idea  ·  Apr 20, 2023

13. Seminar REGISTRANTS v. Invited Contacts

    13 votes

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    0 comments  ·  Redtail CRM » Seminar  ·  Delete…  ·  Admin →
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    Rebecca Westveer supported this idea  ·  Apr 20, 2023

14. Seminar Attendee Export as CSV

    22 votes

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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

    Rebecca Westveer supported this idea  ·  Apr 20, 2023

15. complete activities from calendar view

    107 votes

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    7 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!

    Rebecca Westveer supported this idea  ·  Mar 2, 2023

16. calendar

    24 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Rebecca Westveer supported this idea  ·  Mar 2, 2023

17. color

    22 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Rebecca Westveer supported this idea  ·  Mar 2, 2023

18. Add Types of Accounts (Insurance/Investment)

    12 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Rebecca Westveer shared this idea  ·  Jan 13, 2023

19. Edit/customize account information fields within an account type

    24 votes

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    1 comment  ·  Redtail CRM » Accounts  ·  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!

    Rebecca Westveer supported this idea  ·  Jan 13, 2023

20. Allow Zapier Access to All Fields in RT, Including UDFs

    7 votes

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    0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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    Rebecca Westveer supported this idea  ·  Jan 13, 2023