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18 results found

1. Sorting tasks on the main page by overdue, today, and future

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Amelia Jones shared this idea  ·  Apr 17, 2024

2. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

   196 votes

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   7 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Amelia Jones supported this idea  ·  Apr 17, 2024

3. We are new to Redtail but would greatly appreciate a Calendly integration

   29 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Amelia Jones supported this idea  ·  Apr 16, 2024

4. Activity Location

   5 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Amelia Jones supported this idea  ·  Apr 16, 2024

5. Avoid repeat reminders from falling on a weekend.

   35 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Amelia Jones supported this idea  ·  Apr 16, 2024

6. Color code CRM calendar based on people and not activity type.

   21 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Amelia Jones supported this idea  ·  Apr 16, 2024

7. Shade All Day Events on Calendar

   6 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Amelia Jones supported this idea  ·  Apr 16, 2024

8. Searching by client nickname

   3 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Amelia Jones shared this idea  ·  Apr 16, 2024

9. Outlook email to Redtail integration for adding tasks

   31 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Amelia Jones supported this idea  ·  Apr 16, 2024

10. Outlook Add-in

    25 votes

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    0 comments  ·  Redtail CRM  ·  Delete…  ·  Admin →
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    Amelia Jones supported this idea  ·  Apr 16, 2024

11. Outlook integration

    69 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  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!

    Amelia Jones supported this idea  ·  Apr 16, 2024

12. Broadcast email and email addresses

    12 votes

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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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    Amelia Jones supported this idea  ·  Apr 16, 2024

13. Add Ongoing Activities Tab

    23 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Amelia Jones supported this idea  ·  Apr 16, 2024

14. adult children

    102 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Amelia Jones supported this idea  ·  Apr 16, 2024

15. Bank Account Type

    18 votes

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    0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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    Amelia Jones supported this idea  ·  Apr 16, 2024

16. Show All Activities Yet to be Completed

    23 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Amelia Jones supported this idea  ·  Apr 16, 2024

17. Mobile app - ability to use "Today" tab feature but filter for past due or upcoming items

    11 votes

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    0 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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    Amelia Jones supported this idea  ·  Apr 16, 2024

18. Change background color of current day on calendar.

    17 votes

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    2 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Amelia Jones supported this idea  ·  Apr 16, 2024