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20 results found

1. Vulnerable Adults with Diminished Capacity

   3 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Dacey shared this idea  ·  Feb 13, 2025

2. nickname

   114 votes

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   6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Dacey supported this idea  ·  Oct 22, 2024

3. Using Nicknames to Search for Contacts when Linking to Notes and Activities

   95 votes

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   5 comments  ·  Redtail CRM » Notes  ·  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!

   Dacey supported this idea  ·  Oct 22, 2024

4. Searching by client nickname

   7 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Dacey supported this idea  ·  Oct 22, 2024

5. Email Notifications- Activities vs. Notes

   29 votes

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   1 comment  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Dacey supported this idea  ·  Oct 22, 2024

6. Calendar View - Show Names Again

   95 votes

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   2 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Dacey supported this idea  ·  Sep 10, 2024

7. Make it possible to change a client's next review date without changing first review date!

   571 votes

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   35 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!

   Dacey supported this idea  ·  Sep 10, 2024

8. Make a "this was a client review" check box in notes and activities

   106 votes

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   6 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Dacey supported this idea  ·  Aug 27, 2024

9. Please add highlighting ability to Activities.

   32 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Dacey supported this idea  ·  Aug 27, 2024

10. jeremiaht

    10 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Dacey supported this idea  ·  Aug 19, 2024

11. Activity order should not shuffle on the activities tab

    41 votes

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

12. 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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    Dacey supported this idea  ·  Aug 9, 2024

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

    79 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Dacey supported this idea  ·  Aug 9, 2024

14. show power of attorney on contact details

    23 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Dacey supported this idea  ·  Aug 9, 2024

15. Activities dashboard - Assigned To dropdown

    10 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Dacey supported this idea  ·  Aug 9, 2024

16. When creating new activity, give users the option to make the "more details page" the default.

    789 votes

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    65 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!

    Dacey supported this idea  ·  Aug 9, 2024

17. Option to automatically rollover activity

    1,246 votes

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    49 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!

    Dacey supported this idea  ·  Aug 9, 2024

18. Families with out "head of household"

    3 votes

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    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Dacey shared this idea  ·  Aug 9, 2024

19. adult children

    102 votes

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    1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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    Dacey supported this idea  ·  Aug 9, 2024

20. Activities should sort chronologically, not alphabetically

    3 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Dacey shared this idea  ·  Aug 8, 2024