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12 results found

1. synchronize wedding anniversary

   64 votes

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   3 comments  ·  Redtail CRM » Contact Record  ·  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!

   Cheree Lamb supported this idea  ·  Jun 30, 2025

2. Anniversary duplication

   49 votes

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   2 comments  ·  Redtail CRM » Family  ·  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!

   Cheree Lamb supported this idea  ·  Jun 30, 2025

3. Organize workflows on the today page with the current task first

   3 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Cheree Lamb shared this idea  ·  Mar 17, 2025

4. Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar

   15 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!

   Cheree Lamb supported this idea  ·  Aug 30, 2024

5. Recurring Workflows

   24 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Cheree Lamb supported this idea  ·  Aug 30, 2024

6. Color code CRM calendar based on people and not activity type.

   27 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Cheree Lamb supported this idea  ·  Aug 30, 2024

7. Color code or allow hiding of completed workflow tasks.

   15 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Cheree Lamb supported this idea  ·  Aug 30, 2024

8. color code workflow

   28 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!

   Cheree Lamb supported this idea  ·  Aug 30, 2024

9. Moving team notice; rearrange "Today" page

   28 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Cheree Lamb supported this idea  ·  Aug 15, 2024

10. Allow Customization of "Things to do today" and other widgets on Homescreen

    53 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Cheree Lamb supported this idea  ·  Aug 15, 2024

11. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

    30 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Cheree Lamb supported this idea  ·  Jul 5, 2024

12. Edit Notes

    174 votes

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    9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Cheree Lamb supported this idea  ·  Feb 13, 2024