Kelly

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19 results found

1. memberships

   33 votes

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   0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Kelly supported this idea  ·  Nov 8, 2024

2. Contact Card

   35 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Kelly supported this idea  ·  Nov 8, 2024

3. Seeing ALL contacts per Activity instead of Hiding them

   70 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Kelly supported this idea  ·  Nov 8, 2024

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

   87 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Kelly supported this idea  ·  Nov 8, 2024

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

   99 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Kelly supported this idea  ·  Nov 8, 2024

6. view contacts on calendar

   96 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Kelly supported this idea  ·  Nov 8, 2024

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

   806 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!

   Kelly supported this idea  ·  Nov 8, 2024

8. need all fields available to select from for custom reporting

   942 votes

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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!

   Kelly supported this idea  ·  Nov 8, 2024

9. Age Based Triggers

   886 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!

   Kelly supported this idea  ·  Nov 8, 2024

10. Option to automatically rollover activity

    1,264 votes

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    50 comments  ·  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!

    Kelly supported this idea  ·  Nov 8, 2024

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

    2,298 votes

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    167 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Kelly supported this idea  ·  Nov 8, 2024

12. RMD Value & Information section

    1,993 votes

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    98 comments  ·  Redtail CRM » Accounts  ·  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!

    Kelly supported this idea  ·  Nov 8, 2024

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

    1,416 votes

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    71 comments  ·  Redtail CRM » Family  ·  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!

    Kelly supported this idea  ·  Nov 8, 2024

14. Create a Client Review at the Household Level

    160 votes

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    10 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Kelly supported this idea  ·  Nov 8, 2024

15. I would like to track the results of my activities and run reports

    17 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Kelly supported this idea  ·  Nov 8, 2024

16. Please add highlighting ability to Activities.

    34 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Kelly supported this idea  ·  Nov 8, 2024

17. Search by criteria on Activities

    13 votes

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    2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Kelly supported this idea  ·  Nov 8, 2024

18. 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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    Kelly supported this idea  ·  Nov 8, 2024

19. Advanced Search - Tiered Feature - Multiple Functions Under Specific Sets

    3 votes

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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Kelly shared this idea  ·  Nov 7, 2024