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1. when linking accounts to activities can you add ability to link multiple accounts at a time

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   2 comments  ·  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!

   Madalynne Malek Orton supported this idea  ·  Dec 4, 2024

2. Link Bank Account to Investment Accounts

   16 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Madalynne Malek Orton supported this idea  ·  Nov 22, 2024

3. SNAPMobile VOIP Integration

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Madalynne Malek Orton shared this idea  ·  Jul 29, 2024

4. Attach document to template

   28 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Madalynne Malek Orton supported this idea  ·  Apr 1, 2024