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7 results found

1. Show the Details of the Actions done on the Timeline

   246 votes

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   14 comments  ·  Redtail CRM » Timeline  ·  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!

   Kaeri Carroll supported this idea  ·  Aug 2, 2023

2. Audit History for Editing Notes

   9 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kaeri Carroll supported this idea  ·  Aug 2, 2023

3. Disable Integrations

   3 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Kaeri Carroll shared this idea  ·  Aug 2, 2023

4. Outlook integration

   69 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  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!

   Kaeri Carroll supported this idea  ·  Aug 2, 2023

5. Office 365 links to documents

   33 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Kaeri Carroll supported this idea  ·  Aug 2, 2023

6. 'Assigned to' Activity Column Viewing

   52 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Kaeri Carroll supported this idea  ·  Aug 2, 2023

7. 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

   221 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Kaeri Carroll supported this idea  ·  Aug 2, 2023