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43 results found

1. Add filter options for permissions report

   6 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Jovanna supported this idea  ·  Nov 19, 2024

2. Add Contact Roles as options for Custom Exports

   27 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Jovanna supported this idea  ·  Nov 19, 2024

3. Need to be able to give users access to see "roles".

   14 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Jovanna supported this idea  ·  Nov 19, 2024

4. Servicing Advisor = Advisor Role

   73 votes

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   4 comments  ·  Redtail CRM » Contact Record  ·  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!

   Jovanna supported this idea  ·  Nov 19, 2024

5. Retriever/Once Hub Calendar - no manual entry of reschedules/changes

   6 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Jovanna supported this idea  ·  Nov 19, 2024

6. Roles & Permissions Changes & Customizations

   31 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Jovanna supported this idea  ·  Oct 24, 2024

7. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

   82 votes

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   8 comments  ·  Redtail CRM » Automations  ·  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!

   Jovanna supported this idea  ·  Oct 24, 2024

8. Expand Conditions for Automating Permissions / Roles

   22 votes

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   0 comments  ·  Redtail CRM » Automations  ·  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!

   Jovanna supported this idea  ·  Oct 24, 2024

9. Add roles to the main page for a contact

   186 votes

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   12 comments  ·  Redtail CRM » Contact Record  ·  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!

   Jovanna supported this idea  ·  Oct 24, 2024

10. Set Roles when Creating new Contact

    42 votes

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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  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!

    Jovanna supported this idea  ·  Oct 24, 2024

11. Adding Additional Roles

    234 votes

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    19 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

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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!

    Jovanna supported this idea  ·  Oct 24, 2024

12. permissions and roles

    57 votes

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

    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!

    Jovanna supported this idea  ·  Oct 24, 2024

13. Suite Sync Email Sync

    4 votes

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    0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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    Jovanna supported this idea  ·  Oct 8, 2024

14. Workflow reports should organize by date

    6 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Jovanna shared this idea  ·  Jul 22, 2024

15. filter by completion date

    9 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Jovanna supported this idea  ·  Jul 22, 2024

16. workflow report bulk actions

    15 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Jovanna supported this idea  ·  Jul 22, 2024

17. Workflow Template Filter Option

    29 votes

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    0 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!

    Jovanna supported this idea  ·  Jul 22, 2024

18. Timeline should report on when a workflow is created

    3 votes

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    0 comments  ·  Redtail CRM » Timeline  ·  Delete…  ·  Admin →
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    Jovanna shared this idea  ·  Apr 1, 2024

19. Start and Complete Date for Activities Reports

    9 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Jovanna supported this idea  ·  Apr 1, 2024

20. ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE APRIL 23, 2020 AT 2:30PM

    23 votes

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    1 comment  ·  Redtail CRM » Timeline  ·  Delete…  ·  Admin →
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    Jovanna supported this idea  ·  Apr 1, 2024