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55 results found

1. Change the Linked Contacts on Activities Back!

   58 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Sarah McInally commented  ·  Aug 16, 2024  ·  Delete…

   Yes, please! I really need to see what clients the activity is for without having to open it.

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   Sarah McInally supported this idea  ·  Aug 16, 2024

2. I need to see clients trust accounts on their Contact page.

   79 votes

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   4 comments  ·  Redtail CRM » Accounts  ·  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!

   Sarah McInally supported this idea  ·  Aug 16, 2024

3. View activities by household

   38 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Aug 16, 2024

4. show power of attorney on contact details

   29 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Aug 16, 2024

5. Search by criteria on Activities

   13 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Aug 16, 2024

6. view all contacts on calendar page

   38 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Aug 16, 2024

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

   56 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!

   Sarah McInally supported this idea  ·  Jul 25, 2024

8. customize today page

   67 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Jul 25, 2024

9. Please create a "real time" view of things done in Redtail that day, like a social media feed

   12 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Sarah McInally supported this idea  ·  Jul 25, 2024

10. Allow Customization of "Things to do today" and other widgets on Homescreen

    53 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024

11. active workflow tasks today

    4 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024

12. Customize my Sidebar

    8 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024

13. Activities dashboard - Assigned To dropdown

    10 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Sarah McInally shared this idea  ·  Jul 25, 2024

14. Under "Open Activities" Please add a column for the date the activity was made

    27 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024

15. Allow for chosing colored text in activities and notes, and provide spellcheck.

    22 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024

16. recurring activities

    66 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024

17. Customize Dashboard

    43 votes

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    3 comments  ·  Redtail CRM » Contact Record  ·  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!

    Sarah McInally supported this idea  ·  Jul 25, 2024

18. scheduling reoccurring activities

    20 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024

19. Drag activities to organize

    21 votes

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    1 comment  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Sarah McInally supported this idea  ·  Jul 25, 2024

20. Add activities to left menu bar

    118 votes

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    1 comment  ·  Redtail CRM » Activities  ·  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!

    Sarah McInally supported this idea  ·  Jul 25, 2024