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7 results found

1. Add Ability to Bulk Re-Categorize Completed Activities

   6 votes

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   0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Sandra Wilson supported this idea  ·  Jul 24, 2024

2. Categorize documents

   30 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Sandra Wilson supported this idea  ·  Jul 24, 2024

3. Improve Document Organization

   23 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Sandra Wilson supported this idea  ·  Jul 24, 2024

4. Open Activities from Today screen - order of Past Due

   285 votes

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   12 comments  ·  Redtail CRM » Activities  ·  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!

   Sandra Wilson supported this idea  ·  Jun 28, 2024

5. Workflow or Activity List Filters

   4 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  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!

   Sandra Wilson supported this idea  ·  Jun 28, 2024

6. ACTIVITY NOTE

   18 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Sandra Wilson supported this idea  ·  Jun 28, 2024

7. Third Party Access to Opportunities

   1 vote

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Sandra Wilson shared this idea  ·  Jun 28, 2024