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21 results found

1. search task by subject

   3 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Christine M Stroop shared this idea  ·  Dec 16, 2025

2. Under Activities, Displaying Both names rather than "2 Users" .

   56 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Christine M Stroop supported this idea  ·  Oct 21, 2025

3. Please change back the calendar view to include contacts names intead of just saying 2 contacts

   36 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Christine M Stroop supported this idea  ·  May 24, 2025

4. Calendar-2 contacts

   73 votes

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   3 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Christine M Stroop supported this idea  ·  May 24, 2025

5. newest update - can't view contact names while looking at calendar unless you hover over "2 Contacts"

   43 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Christine M Stroop supported this idea  ·  Feb 24, 2025

6. 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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   Christine M Stroop supported this idea  ·  Feb 24, 2025

7. Reverse New Feature - # contact not contact names listed on Calendar view

   56 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Christine M Stroop supported this idea  ·  Feb 24, 2025

8. In the Calendar, show Contact Names in task when there are 2 linked Contacts

   104 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Christine M Stroop supported this idea  ·  Feb 24, 2025

9. Show All Activities Yet to be Completed

   23 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Christine M Stroop supported this idea  ·  Nov 8, 2023

10. Sorting of "Activities"

    202 votes

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    14 comments  ·  Redtail CRM » Today's Overview  ·  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!

    Christine M Stroop supported this idea  ·  Sep 19, 2023

11. Allow Default Setting for Past Due Activities/Workflow Items

    39 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  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!

    Christine M Stroop supported this idea  ·  Sep 19, 2023

12. customize today page

    67 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Christine M Stroop supported this idea  ·  Sep 19, 2023

13. allow today view to to show our preference of today's activities

    19 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Christine M Stroop supported this idea  ·  Sep 19, 2023

14. Allow Customization of "Things to do today" and other widgets on Homescreen

    53 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Christine M Stroop supported this idea  ·  Sep 19, 2023

15. List TWO Contacts in Things to do Today

    42 votes

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    1 comment  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Christine M Stroop supported this idea  ·  Sep 19, 2023

16. Searchable activities on Dashboard/Today's Overview

    82 votes

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    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Christine M Stroop supported this idea  ·  Jun 8, 2023

17. Option to view all activities

    392 votes

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    22 comments  ·  Redtail CRM » Activities  ·  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!

    Christine M Stroop supported this idea  ·  Jun 8, 2023

18. Annual Review Checkbox

    58 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Christine M Stroop supported this idea  ·  Jun 2, 2023

19. Only one user editing a Task at a time

    29 votes

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    4 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Christine M Stroop supported this idea  ·  Jun 2, 2023

20. Comments in Linked Notes

    20 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Christine M Stroop supported this idea  ·  Jun 2, 2023