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29 results found

  1. Multiple linked contacts in workflows - Display their names, not "2"

    53 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  2. Updating opened or assigned workflows to sync to template updates

    5 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  3. Add Ongoing Activities Tab

    23 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  4. adult children

    110 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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  5. workflow

    27 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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  6. Edit Notes

    174 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  7. Office 365 links to documents

    33 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  8. 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

    233 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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  9. Be able to Archive an entire file.

    38 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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