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1. 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...

2. Email Notifications- Activities vs. Notes

   29 votes

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

3. nickname

   110 votes

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

4. Advanced Search always available

   53 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

5. 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

6. search bar

   26 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

7. 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

8. Ability to edit a note

   23 votes

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

9. 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

10. See who was notified in Notes

    12 votes

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

11. 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

12. 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

13. 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

14. Edit Notes

    165 votes

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