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78 results found

1. Save Before Closing Warning

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

2. E-mail notifications for comments on existing notes

   394 votes

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   33 comments  ·  Redtail CRM » Notifications  ·  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!

   JD supported this idea  ·  Apr 23, 2024

3. Contacts > Notes > Comments Notification

   119 votes

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   11 comments  ·  Redtail CRM » Notifications  ·  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!

   JD supported this idea  ·  Apr 23, 2024

4. For Notes - Notify "Servicing Advisor"

   15 votes

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

5. jd.koyle@allegisfp.com

   3 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   JD shared this idea  ·  Apr 8, 2024

6. change database owner

   13 votes

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   2 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Apr 1, 2024

7. Use RedTail Login for RedTail websites

   12 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Apr 1, 2024

8. Employee time clock

   7 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Apr 1, 2024

9. Hyperlink directly into activity from email notification

   28 votes

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   1 comment  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Apr 1, 2024

10. Show Workflows and Activities in the Client's Note Section

    37 votes

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    2 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 1, 2024

11. professional contact

    46 votes

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    0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 1, 2024

12. note document

    20 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 1, 2024

13. Improve Document Organization

    23 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 1, 2024

14. Align Household Marital Status in Contact Details with the Household

    12 votes

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    1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 1, 2024

15. Time Stamps on UDFs

    12 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 1, 2024

16. Contact Record

    10 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 1, 2024

17. Edit all data on contact card by only pushing edit once

    6 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 1, 2024

18. Add a timestamp field to the Contact page so the user can see the last time any update was made to the page

    12 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 1, 2024

19. business contact name

    12 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 1, 2024

20. adding the feature of Nicknames to labels so that I don't have to cut and paste everything for my 400 holiday cards

    12 votes

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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Apr 1, 2024