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10 results found

1. Gmail/Google Workspace integration

   3 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Gregory Young shared this idea  ·  Oct 3, 2024

2. Holistiplan integration with Redtail

   18 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Gregory Young supported this idea  ·  Oct 3, 2024

3. Emailing both contacts at once

   9 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Gregory Young supported this idea  ·  Oct 3, 2024

4. add incoming emails from Synced account to notes for everyone to see

   7 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Gregory Young supported this idea  ·  Oct 3, 2024

5. Add Google OAuth connection connectivity

   6 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Gregory Young supported this idea  ·  Oct 3, 2024

6. Calendar Sync

   16 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Gregory Young supported this idea  ·  Oct 3, 2024

7. Altruist integration with account opening and importing daily account values

   27 votes

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   1 comment  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Gregory Young supported this idea  ·  Dec 7, 2022

8. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

   736 votes

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   38 comments  ·  Redtail CRM » Calendar  ·  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!

   Gregory Young supported this idea  ·  Dec 7, 2022

9. RMD Value & Information section

   1,970 votes

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   97 comments  ·  Redtail CRM » Accounts  ·  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!

   Gregory Young supported this idea  ·  Dec 7, 2022

10. Annual Review Checkbox

    57 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Gregory Young supported this idea  ·  Dec 7, 2022