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1. Create spouse contact record when editing marital status that auto links to initial contact record

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Lori shared this idea  ·  Feb 5, 2025

2. When searching text in notes, search comments as well.

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   10 comments  ·  Redtail CRM » Notes  ·  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!

   Lori supported this idea  ·  Jan 13, 2025

3. Edit Contact Type

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Lori shared this idea  ·  Jan 13, 2025

4. printable help articles

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Lori shared this idea  ·  Jan 3, 2025

5. Edit Notes

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   9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Lori supported this idea  ·  Jan 3, 2025

6. Important Information Banner

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   0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Lori supported this idea  ·  Jan 3, 2025