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24 results found

1. Increase number of characters for Invite message

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

2. Add more characters to the Database Invite Message

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

3. 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

4. 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

5. Add email notification when receiving text from Redtail Speak

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

6. 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

7. 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

8. 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

9. 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

10. 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

11. notify option to create activity screen

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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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