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37 results found

1. Comments in Linked Notes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Ethan Klee supported this idea  ·  Oct 29, 2024

2. Print Full Activity Details, Including Linked Notes

   27 votes

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   4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Ethan Klee supported this idea  ·  Oct 29, 2024

3. Speak email notifications

   10 votes

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   0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Ethan Klee supported this idea  ·  Sep 19, 2024

4. Send Broadcast Text Using CRM Lists

   6 votes

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   0 comments  ·  Redtail Speak » Bulk Actions  ·  Delete…  ·  Admin →
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   Ethan Klee supported this idea  ·  Sep 19, 2024

5. Search by criteria on Activities

   6 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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6. need all fields available to select from for custom reporting

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   83 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Ethan Klee supported this idea  ·  Aug 14, 2024

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

   1,371 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!

   Ethan Klee supported this idea  ·  Jul 16, 2024

8. Add Alerts Feature to Dashboard

   13 votes

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   0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Ethan Klee supported this idea  ·  Aug 14, 2024

9. jeremiaht

   10 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Ethan Klee supported this idea  ·  Aug 14, 2024

10. Activities dashboard - Assigned To dropdown

    9 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Ethan Klee supported this idea  ·  Aug 14, 2024

11. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

    15 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Ethan Klee supported this idea  ·  Aug 14, 2024

12. memberships

    28 votes

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    0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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    Ethan Klee supported this idea  ·  Aug 14, 2024

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

    86 votes

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    0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Ethan Klee supported this idea  ·  Aug 14, 2024

14. Calendar View - Show Names Again

    87 votes

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    2 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Ethan Klee supported this idea  ·  Aug 14, 2024

15. RMD Value & Information section

    1,963 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!

    Ethan Klee supported this idea  ·  Jul 16, 2024

16. retriever for imaging

    9 votes

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    0 comments  ·  Redtail Imaging  ·  Delete…  ·  Admin →
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    Ethan Klee supported this idea  ·  Aug 14, 2024

17. RedTail Imaging - Move Option on a Document

    9 votes

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    0 comments  ·  Redtail Imaging  ·  Delete…  ·  Admin →
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    Ethan Klee supported this idea  ·  Aug 14, 2024

18. Imaging - Streamline Log in Process

    4 votes

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    0 comments  ·  Redtail Imaging  ·  Delete…  ·  Admin →
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    Ethan Klee supported this idea  ·  Aug 14, 2024

19. Checking for duplicates in "New Imaging"

    6 votes

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    Reviewed  ·  0 comments  ·  Redtail Imaging » Files/ Folders  ·  Delete…  ·  Admin →
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    Ethan Klee supported this idea  ·  Aug 14, 2024

20. Add search bar to Move box

    13 votes

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    Received  ·  2 comments  ·  Redtail Imaging » Retriever for Imaging  ·  Delete…  ·  Admin →
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    Ethan Klee supported this idea  ·  Aug 14, 2024