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24 results found

1. Calendar landing page timeline view

   8 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Jack Gwin supported this idea  ·  Jul 23, 2024

2. emotional status of interactions

   19 votes

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   0 comments  ·  Redtail CRM » Artificial Intelligence  ·  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!

   Jack Gwin supported this idea  ·  Jul 23, 2024

3. please put names back and remove icon for multiple client names

   87 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Jack Gwin supported this idea  ·  Jul 23, 2024

4. Calendar Issue - Need to turn off "2 contacts" consolidation and hovering requirement

   79 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Jack Gwin supported this idea  ·  Jul 23, 2024

5. memberships

   31 votes

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   0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Jack Gwin supported this idea  ·  Jul 19, 2024

6. Customize my Sidebar

   8 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Jack Gwin supported this idea  ·  Jul 18, 2024

7. Make a way to where we can search seminars by name.

   7 votes

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   0 comments  ·  Redtail CRM » Seminar  ·  Delete…  ·  Admin →
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   Jack Gwin shared this idea  ·  Jul 18, 2024

8. Integration with BombBomb

   16 votes

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   0 comments  ·  Redtail CRM » Artificial Intelligence  ·  Delete…  ·  Admin →
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   Jack Gwin supported this idea  ·  Jul 18, 2024

9. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

   1,374 votes

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   69 comments  ·  Redtail CRM » Family  ·  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!

   Jack Gwin supported this idea  ·  Jul 17, 2024

10. RMD Value & Information section

    1,964 votes

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    95 comments  ·  Redtail CRM » Accounts  ·  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!

    Jack Gwin supported this idea  ·  Jul 17, 2024

11. Moveable Chat bubble

    34 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Jack Gwin supported this idea  ·  Jul 17, 2024

12. Calendar-2 contacts

    63 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Jack Gwin supported this idea  ·  Jul 17, 2024

13. Reverse New Feature - # contact not contact names listed on Calendar view

    53 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Jack Gwin supported this idea  ·  Jul 18, 2024

14. Seeing more than one client on Tasks

    41 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Jack Gwin supported this idea  ·  Jul 17, 2024

15. calendar

    41 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Jack Gwin supported this idea  ·  Jul 17, 2024

16. In the Calendar, show Contact Names in task when there are 2 linked Contacts

    89 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Jack Gwin supported this idea  ·  Jul 17, 2024

17. Seeing ALL contacts per Activity instead of Hiding them

    67 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Jack Gwin supported this idea  ·  Jul 17, 2024

18. Show Linked Contact in Calendar view versus saying "2 Contacts"

    75 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Jack Gwin supported this idea  ·  Jul 17, 2024

19. view contacts on calendar

    90 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Jack Gwin supported this idea  ·  Jul 17, 2024

20. Calendar View - Show Names Again

    90 votes

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    2 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Jack Gwin supported this idea  ·  Jul 17, 2024