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18 results found

1. Roles & Permissions Changes & Customizations

   16 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Laura Martin shared this idea  ·  Jul 24, 2024

2. Need to be able to give users access to see "roles".

   11 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Laura Martin supported this idea  ·  Jul 24, 2024

3. Add roles to the main page for a contact

   180 votes

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   12 comments  ·  Redtail CRM » Contact Record  ·  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!

   Laura Martin supported this idea  ·  Jul 24, 2024

4. Copy Roles selection to the Spouse in a new contact

   36 votes

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   2 comments  ·  Redtail CRM » Contact Add Screen  ·  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!

   Laura Martin supported this idea  ·  Jul 24, 2024

5. Adding Additional Roles

   231 votes

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   19 comments  ·  Redtail CRM » Contact Record  ·  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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   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!

   Laura Martin supported this idea  ·  Jul 24, 2024

6. permissions and roles

   54 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  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!

   Laura Martin supported this idea  ·  Jul 24, 2024

7. Completed Activities View

   1 vote

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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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   Laura Martin shared this idea  ·  Apr 12, 2024

8. Completed by

   10 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Laura Martin supported this idea  ·  Apr 12, 2024

9. Edit Notes

   165 votes

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   9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Laura Martin supported this idea  ·  Apr 12, 2024

10. Viewing Notes section

    131 votes

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    2 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Laura Martin supported this idea  ·  Apr 12, 2024

11. Notes

    143 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
    How important is this to you?

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    Laura Martin supported this idea  ·  Apr 12, 2024

12. Linked Notes - Notify User and Copy to Another Contact

    80 votes

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    5 comments  ·  Redtail CRM » Notes  ·  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!

    Laura Martin supported this idea  ·  Apr 12, 2024

13. Viewing either linked notes or linked documents on completed activities

    14 votes

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    0 comments  ·  Redtail CRM » Notes  ·  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!

    Laura Martin supported this idea  ·  Apr 12, 2024

14. linked notes

    8 votes

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    0 comments  ·  Redtail CRM » Notes  ·  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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    Laura Martin supported this idea  ·  Apr 12, 2024

15. Search Notes by linked account number

    36 votes

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    1 comment  ·  Redtail CRM » Notes  ·  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!

    Laura Martin supported this idea  ·  Apr 12, 2024

16. workflow Notes & Linked Notes

    1 vote

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Laura Martin shared this idea  ·  Apr 12, 2024

17. Workflow Notifications- Choose when to send a notification

    24 votes

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    0 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!

    Laura Martin supported this idea  ·  Apr 12, 2024

18. Notify A Specific User

    1 vote

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    0 comments  ·  Redtail CRM » Notifications  ·  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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    Laura Martin shared this idea  ·  Apr 12, 2024