My feedback

47 results found

1. Reassining workflow step vs individual activity

   9 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Jovanna supported this idea  ·  Feb 4, 2025

2. Move workflow tasks within a workflow template from one step to another

   24 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Jovanna supported this idea  ·  Feb 4, 2025

3. filter workflow replorts by Step

   12 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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  ·  Feb 4, 2025

4. Bulk Reassign Workflow Task

   111 votes

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   4 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!

   Jovanna supported this idea  ·  Feb 4, 2025

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. Adding Additional Roles

    234 votes

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

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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

16. permissions and roles

    57 votes

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

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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

17. 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

18. Workflow reports should organize by date

    9 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

19. 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

20. 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