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22 results found

1. Auto add user to new text threads

   9 votes

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   2 comments  ·  Redtail Speak » Contacts  ·  Delete…  ·  Admin →
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   Rebecca Dachel supported this idea  ·  Sep 24, 2025

2. Email Notification for Speak

   19 votes

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   0 comments  ·  Redtail Speak » Notifications  ·  Delete…  ·  Admin →
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   Rebecca Dachel supported this idea  ·  Sep 24, 2025

3. Add email notification when receiving text from Redtail Speak

   25 votes

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   0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Rebecca Dachel supported this idea  ·  Sep 24, 2025

4. Speak phone app sound notifications

   11 votes

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   0 comments  ·  Redtail Speak » Notifications  ·  Delete…  ·  Admin →
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   Rebecca Dachel supported this idea  ·  Sep 24, 2025

5. mscalzo@cfiemail.com

   7 votes

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   0 comments  ·  Redtail Speak » Notifications  ·  Delete…  ·  Admin →
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   Rebecca Dachel supported this idea  ·  Sep 24, 2025

6. Redtail Speak

   13 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Rebecca Dachel supported this idea  ·  Sep 24, 2025

7. Notice of Contact with same name

   7 votes

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   0 comments  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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   Rebecca Dachel supported this idea  ·  May 7, 2025

8. Contact type include Estate

   4 votes

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   0 comments  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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   Rebecca Dachel supported this idea  ·  May 7, 2025

9. notify option to create activity screen

   1 vote

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Rebecca Dachel shared this idea  ·  May 7, 2025

10. select notes to move between contacts

    3 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Rebecca Dachel shared this idea  ·  May 7, 2025

11. Family Split Option

    6 votes

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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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    Rebecca Dachel supported this idea  ·  Nov 5, 2024

12. Add Contact Screen: Be able to Indicate that the Contact is the Owner and not Just an Employee

    4 votes

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    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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    Rebecca Dachel supported this idea  ·  Nov 5, 2024

13. Have a more robust contact card for businesses that shows details of the actual contact.

    4 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Rebecca Dachel supported this idea  ·  Oct 29, 2024

14. Business Clients - additional info needed.

    7 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Rebecca Dachel supported this idea  ·  Oct 29, 2024

15. Contact Card

    34 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Rebecca Dachel supported this idea  ·  Oct 29, 2024

16. PUT PAGE NUMBERS OF ACTIVITIES AT TOP AS WELL AS BOTTOM

    10 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Rebecca Dachel supported this idea  ·  Oct 29, 2024

17. Show Linked Contact in Calendar view versus saying "2 Contacts"

    147 votes

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    Planned  ·  3 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Rebecca Dachel supported this idea  ·  Oct 29, 2024

18. Workflow email notification when current step due.

    48 votes

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    0 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!

    Rebecca Dachel supported this idea  ·  Oct 29, 2024

19. Option to NOT notify existing activities attendees

    52 votes

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    2 comments  ·  Redtail CRM » Notifications  ·  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!

    Rebecca Dachel supported this idea  ·  Oct 29, 2024

20. Can a field be added to a Business contact that links back to the Owner?

    3 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Rebecca Dachel shared this idea  ·  Oct 29, 2024