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15 results found

1. Search on Salutation

   19 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   C supported this idea  ·  May 22, 2024

2. Improve contact search.

   103 votes

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   4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   C supported this idea  ·  May 22, 2024

3. Advanced Search always available

   53 votes

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   3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   C supported this idea  ·  May 22, 2024

4. to be able to search by a nick name or a street address or even a email address

   17 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   C supported this idea  ·  May 22, 2024

5. Functional "Projected Revenue" and "Actual Revenue" Fields in Opportunities

   3 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   C shared this idea  ·  May 22, 2024

6. Display memberships on the front page of the contact record.

   428 votes

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   22 comments  ·  Redtail CRM » Memberships  ·  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!

   C supported this idea  ·  May 22, 2024

7. memberships

   124 votes

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   4 comments  ·  Redtail CRM » Memberships  ·  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!

   C supported this idea  ·  May 22, 2024

8. membership automatic set up

   41 votes

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   3 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   C supported this idea  ·  May 22, 2024

9. Sorting in Memberships

   20 votes

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   0 comments  ·  Redtail CRM » Memberships  ·  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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   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!

   C supported this idea  ·  May 22, 2024

10. Employer Switch to Former Employer

    33 votes

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    1 comment  ·  Redtail CRM » Memberships  ·  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!

    C supported this idea  ·  May 22, 2024

11. I feel that Memberships should be on the Front of the Contact Group page.

    27 votes

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    0 comments  ·  Redtail CRM » Memberships  ·  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!

    C supported this idea  ·  May 22, 2024

12. Auto-create inferred Memberships

    9 votes

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    0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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    C supported this idea  ·  May 22, 2024

13. Family Tree Mapping

    56 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    C supported this idea  ·  May 22, 2024

14. Household names and labels

    26 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    C supported this idea  ·  May 22, 2024

15. Contact Link Option for any filed listed as "Contact"

    6 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    C shared this idea  ·  May 22, 2024