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5 results found

1. Give users the ability to change the tabs in the contacts view.

   3 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Phil Larson shared this idea  ·  May 20, 2024

2. Allow the option to redact account numbers from reports

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Phil Larson shared this idea  ·  Mar 5, 2024

3. Mask client account numbers

   12 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  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!

   Phil Larson supported this idea  ·  Mar 5, 2024

4. Allow phone numbers, addresses, and email addresses to be re-arranged.

   3 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Phil Larson shared this idea  ·  Sep 21, 2023

5. Rearrange, move and sort the order of the phone numbers and addresses in Contact Card

   16 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Phil Larson supported this idea  ·  Sep 21, 2023