Bonnie Moran

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19 results found

1. To Do:

   34 votes

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   1 comment  ·  Redtail CRM » Activities  ·  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!

   Bonnie Moran supported this idea  ·  Nov 21, 2025

2. Task Lists

   3 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Bonnie Moran shared this idea  ·  Feb 27, 2025

3. Task list

   112 votes

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   6 comments  ·  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!

   Bonnie Moran supported this idea  ·  Feb 27, 2025

4. Increased Limit on "Things to do Today"

   13 votes

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   1 comment  ·  Redtail CRM » Today's Overview  ·  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!

   Bonnie Moran supported this idea  ·  Feb 27, 2025

5. Enable Custom Columns on Today Screen - We Don't Use Location

   59 votes

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   1 comment  ·  Redtail CRM » Today's Overview  ·  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!

   Bonnie Moran supported this idea  ·  Feb 27, 2025

6. put date on all notes and activities not "today"

   44 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Bonnie Moran supported this idea  ·  Feb 27, 2025

7. customize today page

   73 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Bonnie Moran supported this idea  ·  Feb 27, 2025

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

   319 votes

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   Reviewed  ·  15 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Bonnie Moran supported this idea  ·  Feb 27, 2025

9. Option to automatically rollover activity

   1,270 votes

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   50 comments  ·  Redtail CRM » Activities  ·  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!

   Bonnie Moran supported this idea  ·  Feb 27, 2025

10. calendar background color for today's date

    24 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Bonnie Moran supported this idea  ·  Feb 27, 2025

11. Searchable activities on Dashboard/Today's Overview

    82 votes

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    Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Bonnie Moran supported this idea  ·  Feb 27, 2025

12. Workflows on Frequency

    88 votes

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    2 comments  ·  Redtail CRM » Workflows  ·  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!

    Bonnie Moran supported this idea  ·  Feb 27, 2025

13. Sorting of "Activities"

    208 votes

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    14 comments  ·  Redtail CRM » Today's Overview  ·  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!

    Bonnie Moran supported this idea  ·  Feb 27, 2025

14. Age Based Triggers

    889 votes

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    27 comments  ·  Redtail CRM » Automations  ·  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!

    Bonnie Moran supported this idea  ·  Feb 13, 2025

15. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    2,305 votes

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    168 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Bonnie Moran supported this idea  ·  Feb 13, 2025

16. RMD Value & Information section

    1,996 votes

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    99 comments  ·  Redtail CRM » Accounts  ·  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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    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!

    Bonnie Moran supported this idea  ·  Feb 13, 2025

17. It would be nice to customize the home page. I don't need some of the windows.

    31 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Bonnie Moran supported this idea  ·  Feb 13, 2025

18. To Do List

    92 votes

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    1 comment  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Bonnie Moran supported this idea  ·  Feb 13, 2025

19. Contact Card

    35 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Bonnie Moran shared this idea  ·  Jul 3, 2024