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1. automation

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Aug 28, 2024

2. Add a Trigger Event for Automations for Calendar Entry- change or completion

   9 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Aug 28, 2024

3. jd.koyle@allegisfp.com

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   JD shared this idea  ·  May 15, 2024

4. jd.koyle@allegisfp.com

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   JD shared this idea  ·  May 15, 2024

5. Capability to delete comment

   30 votes

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   0 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!

   JD supported this idea  ·  May 15, 2024

6. Desperately need SPELLCHECK! Not just on mobile app either.

   26 votes

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   0 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!

   JD supported this idea  ·  May 15, 2024

7. When putting in a note have the ability to link a workflow

   27 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  May 15, 2024

8. Adding a flag or reminder feature in Notes

   7 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  May 15, 2024

9. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

   50 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  May 15, 2024

10. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

    34 votes

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    3 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  May 15, 2024

11. combine note

    11 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  May 15, 2024

12. Color Options in NOTES

    39 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  May 15, 2024

13. print note history

    13 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  May 15, 2024

14. link note to email

    16 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  May 15, 2024

15. Warning when sending attachment

    38 votes

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    0 comments  ·  Redtail CRM » Broadcast 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!

    JD supported this idea  ·  Apr 23, 2024

16. set a Contact Permission when a Contact Status is changed (for example, to client from prospect)

    6 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 23, 2024

17. automation

    15 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 23, 2024

18. Add Automation Trigger for "Created by User"

    6 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 23, 2024

19. Have a banner that notifies us user of know tech issue

    7 votes

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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 23, 2024

20. Retirement date alert

    15 votes

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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 23, 2024