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4 results found

1. Account Feeds, Integrations, & Reporting

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Sean Lutes shared this idea  ·  Dec 4, 2023

2. Albridge Feed Missing Company Name and Registration Type

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   19 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   Sean Lutes supported this idea  ·  Dec 4, 2023

3. Add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"

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   2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Sean Lutes supported this idea  ·  Dec 4, 2023

4. Albridge feed

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  Redtail Development Team responded

   This 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!

   Sean Lutes supported this idea  ·  Dec 4, 2023