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1. Have a more robust contact card for businesses that shows details of the actual contact.

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Rebecca shared this idea  ·  Jan 31, 2024

2. business contact name

   12 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Rebecca supported this idea  ·  Jan 31, 2024

3. Preview documents

   56 votes

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   2 comments  ·  Redtail CRM » Documents  ·  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!

   Rebecca supported this idea  ·  Jul 26, 2023

4. Documents

   192 votes

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   18 comments  ·  Redtail CRM » Documents  ·  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!

   Rebecca supported this idea  ·  Jul 26, 2023

5. filter by occupation type

   8 votes

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   1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Rebecca commented  ·  Jul 26, 2023  ·  Delete…

   You can actually do this already if you use the "Source" drop down menu. The adin of your account can edit the categories to reflect whatever you need, CPA, Client, Website, Seminar, etc. When you need a report on a specific category you can run it by using the custom report feature in "manage your account."

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