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13 results found

1. Dynamic Workflow Due Dates

   420 votes

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   20 comments  ·  Redtail CRM » Workflows  ·  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!

   Alison Hobbs supported this idea  ·  Dec 2, 2025

2. A "Pop-Up Warning" when you open a contact's page

   6 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Alison Hobbs shared this idea  ·  Nov 27, 2024

3. Be able to add a linked note after an activity is completed

   21 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Alison Hobbs supported this idea  ·  May 2, 2024

4. When completing an activity, give a little dialogue box to answer how/why activity was completed

   3 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Alison Hobbs shared this idea  ·  May 2, 2024

5. Trusted Contact

   198 votes

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   15 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!

   Alison Hobbs supported this idea  ·  Apr 17, 2024

6. Showing "Versions" of notes

   6 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Alison Hobbs shared this idea  ·  Mar 8, 2024

7. Add more fields under beneficiaries

   503 votes

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   15 comments  ·  Redtail CRM » Accounts  ·  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!

   Alison Hobbs supported this idea  ·  Mar 8, 2024

8. Age Based Triggers

   886 votes

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   27 comments  ·  Redtail CRM » Automations  ·  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!

   Alison Hobbs supported this idea  ·  Mar 8, 2024

9. Option to automatically rollover activity

   1,261 votes

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   50 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!

   Alison Hobbs supported this idea  ·  Mar 8, 2024

10. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes

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    131 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Alison Hobbs supported this idea  ·  Mar 8, 2024

11. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes

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    71 comments  ·  Redtail CRM » Family  ·  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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    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!

    Alison Hobbs supported this idea  ·  Mar 8, 2024

12. Edit Notes

    174 votes

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    9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Alison Hobbs supported this idea  ·  Mar 5, 2024

13. 'Assigned to' Activity Column Viewing

    52 votes

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    0 comments  ·  Redtail CRM » Activities  ·  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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    Alison Hobbs supported this idea  ·  Mar 5, 2024