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17 results found

1. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

   90 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kayla Phillips supported this idea  ·  Sep 16, 2024

2. 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!

   Kayla Phillips supported this idea  ·  Sep 16, 2024

3. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

   34 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Kayla Phillips supported this idea  ·  Jul 17, 2024

4. Creating an Activity Should Send ONE Notification

   50 votes

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   3 comments  ·  Redtail CRM » Activities  ·  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!

   Kayla Phillips supported this idea  ·  Jul 17, 2024

5. When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.

   28 votes

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   1 comment  ·  Redtail CRM » Activities  ·  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!

   Kayla Phillips supported this idea  ·  Jul 17, 2024

6. Clickable URL link in Activity Description

   7 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Kayla Phillips shared this idea  ·  Apr 8, 2024

7. Link email to notes/activities

   654 votes

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   25 comments  ·  Redtail CRM » 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!

   Kayla Phillips supported this idea  ·  Apr 8, 2024

8. Save Activity w/o Closing

   3 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Kayla Phillips shared this idea  ·  Mar 4, 2024

9. link workflow task to activity

   43 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  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!

   Kayla Phillips supported this idea  ·  Jan 9, 2024

10. Be able to link Workflow to Activity Templates so you can attach pending documents and tasks for group

    24 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Kayla Phillips supported this idea  ·  Jan 9, 2024

11. attach activity to workflow

    64 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Kayla Phillips supported this idea  ·  Jan 9, 2024

12. Notes

    143 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Kayla Phillips supported this idea  ·  Nov 22, 2023

13. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

    71 votes

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    2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Kayla Phillips supported this idea  ·  Nov 22, 2023

14. Family member relationship

    63 votes

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    2 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Kayla Phillips supported this idea  ·  Nov 22, 2023

15. Edit Notes

    166 votes

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    9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Kayla Phillips supported this idea  ·  Nov 22, 2023

16. Office 365 links to documents

    33 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Kayla Phillips supported this idea  ·  Nov 22, 2023

17. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes

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    2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Kayla Phillips supported this idea  ·  Nov 22, 2023