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16 results found

1. color code contact

   6 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Melissa shared this idea  ·  May 1, 2025

2. color code contacts

   6 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Melissa shared this idea  ·  May 1, 2025

3. More automation triggers

   39 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Melissa supported this idea  ·  Apr 30, 2025

4. Add more Automation Triggers

   79 votes

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   1 comment  ·  Redtail CRM » Automations  ·  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!

   Melissa supported this idea  ·  Apr 30, 2025

5. More Automation Triggers!

   147 votes

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   3 comments  ·  Redtail CRM » Automations  ·  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!

   Melissa supported this idea  ·  Apr 30, 2025

6. Age Based Triggers

   886 votes

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   27 comments  ·  Redtail CRM » Automations  ·  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!

   Melissa supported this idea  ·  Apr 30, 2025

7. Triggers

   260 votes

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   12 comments  ·  Redtail CRM » Automations  ·  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!

   Melissa supported this idea  ·  Apr 30, 2025

8. memberships

   3 votes

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   0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Melissa shared this idea  ·  Apr 30, 2025

9. Membership reports - be able to run a custom export to excel with memberships -

   1 vote

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   0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Melissa shared this idea  ·  Apr 30, 2025

10. add "Memberships" to custom exports

    13 votes

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    0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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    Melissa supported this idea  ·  Apr 30, 2025

11. Account Information

    31 votes

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    2 comments  ·  Redtail CRM » Accounts  ·  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!

    Melissa supported this idea  ·  Apr 11, 2025

12. More Details and Input Options for Annuities

    4 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Melissa supported this idea  ·  Apr 11, 2025

13. Pin a note at the same time you create it

    57 votes

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    5 comments  ·  Redtail CRM » Notes  ·  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!

    Melissa supported this idea  ·  Apr 11, 2025

14. Pin a note feature

    25 votes

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    3 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Melissa supported this idea  ·  Apr 11, 2025

15. Add pinned notes to Latest Notes screen.

    96 votes

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    2 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Melissa supported this idea  ·  Apr 11, 2025

16. Add Annuity data into Accounts - the current set up does not work well with Annuities

    7 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Melissa shared this idea  ·  Apr 11, 2025