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23 results found

1. Family Tree Mapping

   57 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Laura Martin supported this idea  ·  Nov 5, 2024

2. Relationship between households

   85 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Laura Martin supported this idea  ·  Nov 5, 2024

3. Household names and labels

   29 votes

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   0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Laura Martin supported this idea  ·  Oct 30, 2024

4. Household

   74 votes

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   0 comments  ·  Redtail CRM » Family  ·  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  ·  Oct 30, 2024

5. Add Contact Roles as options for Custom Exports

   27 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Laura Martin supported this idea  ·  Oct 30, 2024

6. Roles & Permissions Changes & Customizations

   31 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

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

   14 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

8. Add roles to the main page for a contact

   186 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

9. 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

10. Adding Additional Roles

    234 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!

    We're glad you're here

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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

11. permissions and roles

    57 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

12. Completed Activities View

    1 vote

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

13. Completed by

    10 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

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    Laura Martin supported this idea  ·  Apr 12, 2024

14. Edit Notes

    166 votes

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

15. 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

16. Notes

    143 votes

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

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

    80 votes

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    5 comments  ·  Redtail CRM » Notes  ·  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. 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

19. linked notes

    8 votes

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

20. Search Notes by linked account number

    39 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