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15 results found

1. attach activity to workflow

   68 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Kaycie supported this idea  ·  Oct 17, 2024

2. Add time stamped notes inside the workflow

   46 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Kaycie supported this idea  ·  Oct 17, 2024

3. Workflow Summary Notes

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   0 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!

   Kaycie supported this idea  ·  Oct 17, 2024

4. workflow notes

   18 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!

   Kaycie supported this idea  ·  Oct 17, 2024

5. Notice of Contact with same name

   7 votes

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   0 comments  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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   Kaycie supported this idea  ·  Oct 15, 2024

6. Notification Emails need to be ENCRYPTED

   6 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Kaycie supported this idea  ·  Oct 11, 2024

7. Activity Description Box - Save Description Box Extend settings

   15 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Kaycie supported this idea  ·  Oct 11, 2024

8. Please add highlighting ability to Activities.

   34 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Kaycie supported this idea  ·  Oct 11, 2024

9. tab instead of down arrow

   3 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Kaycie shared this idea  ·  Jun 17, 2024

10. 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  ·  Delete…  ·  Admin →
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    Kaycie supported this idea  ·  Apr 12, 2024

11. checklist

    117 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Kaycie supported this idea  ·  Apr 12, 2024

12. Activity Template - Add checkboxes, fillable PDF style

    24 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Kaycie supported this idea  ·  Aug 2, 2023

13. Activity template search

    1 vote

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Kaycie shared this idea  ·  Aug 2, 2023

14. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

    37 votes

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    2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Kaycie supported this idea  ·  May 16, 2023

15. When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.

    31 votes

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    1 comment  ·  Redtail CRM » Activities  ·  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!

    Kaycie supported this idea  ·  May 16, 2023