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1. Custom Export Options

   57 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Amanda Murray supported this idea  ·  Jul 10, 2023

2. Attach document to template

   28 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Amanda Murray supported this idea  ·  Jul 10, 2023

3. Option to automatically rollover activity

   1,251 votes

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   49 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!

   Amanda Murray supported this idea  ·  Jan 31, 2023

4. add ability to sort / filter activities by a contact's status or contact's category (e.g. segment)

   15 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Amanda Murray shared this idea  ·  Jan 31, 2023