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19 results found

1. When adding a contact, remove the default check mark in box next to "Enable DOB Reminder?"

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   0 comments  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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   Sage Investments shared this idea  ·  May 22, 2025

2. Show Linked Contact in Calendar view versus saying "2 Contacts"

   147 votes

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   Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Sage Investments supported this idea  ·  May 14, 2025

3. Change the Linked Contacts on Activities Back!

   58 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Sage Investments supported this idea  ·  May 14, 2025

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

   53 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Sage Investments supported this idea  ·  May 14, 2025

5. adding multiple contacts to an activity

   138 votes

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   13 comments  ·  Redtail CRM » Activities  ·  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!

   Sage Investments supported this idea  ·  May 14, 2025

6. email history default to note: email received or email sent

   153 votes

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   13 comments  ·  Redtail CRM » Email  ·  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!

   An error occurred while saving the comment
   Sage Investments commented  ·  Dec 7, 2023  ·  Delete…

   In addition to including the whole Note description in the body of the email, it would be helpful to include all the members that the Note was sent to.

   Save Submitting...

7. Email Notifications- Activities vs. Notes

   38 votes

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   1 comment  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Sage Investments supported this idea  ·  Dec 7, 2023

8. nickname

   129 votes

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   7 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Sage Investments supported this idea  ·  Nov 1, 2023

9. Advanced Search always available

   56 votes

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   3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   Sage Investments supported this idea  ·  Nov 1, 2023

10. Quick Filter for Search Bar

    7 votes

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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Sage Investments supported this idea  ·  Nov 1, 2023

11. search bar

    33 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Sage Investments supported this idea  ·  Nov 1, 2023

12. scheduled message

    6 votes

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    0 comments  ·  Redtail Speak » Preferences  ·  Delete…  ·  Admin →
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    Sage Investments shared this idea  ·  Jun 13, 2023

13. Ability to edit a note

    26 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Sage Investments supported this idea  ·  May 30, 2023

14. Ability to Tag Multiple Users When Adding a Note

    16 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Sage Investments supported this idea  ·  May 30, 2023

15. See who was notified in Notes

    15 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Sage Investments supported this idea  ·  May 30, 2023

16. Note notification - the note populates the email

    35 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Sage Investments supported this idea  ·  May 30, 2023

17. Sticky Notes to add to client file

    43 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Sage Investments supported this idea  ·  May 30, 2023

18. ability to move note box

    17 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Sage Investments supported this idea  ·  May 30, 2023

19. Edit Notes

    174 votes

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    9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Sage Investments supported this idea  ·  May 30, 2023