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36 results found

1. Calendar Status Integration with Speak

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   0 comments  ·  Redtail Speak » Preferences  ·  Delete…  ·  Admin →
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   Polina Zelm shared this idea  ·  Jan 27, 2025

2. SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

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   1 comment  ·  Redtail Speak » Contacts  ·  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!

   Polina Zelm supported this idea  ·  Jan 27, 2025

3. speak window

   36 votes

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   1 comment  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Polina Zelm supported this idea  ·  Jan 27, 2025

4. Speak Alert in CRM

   19 votes

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   0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Polina Zelm supported this idea  ·  Jan 27, 2025

5. speak

   15 votes

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   1 comment  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Polina Zelm supported this idea  ·  Jan 27, 2025

6. Speak out of office

   10 votes

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   0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Polina Zelm supported this idea  ·  Jan 27, 2025

7. I would like to be able to use email templates in Zimbra.

   16 votes

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   0 comments  ·  Redtail Email » Feature Request  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

   Polina Zelm supported this idea  ·  Jan 27, 2025

8. It would be nice to have the ability to search contact names in the to/from field

   9 votes

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   0 comments  ·  Redtail Email » Feature Request  ·  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!

   Polina Zelm supported this idea  ·  Jan 27, 2025

9. I would like to send an email within Redtail CRM and have it saved to my sent folder in Zimbra

   9 votes

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   0 comments  ·  Redtail Email » Integrations  ·  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!

   Polina Zelm supported this idea  ·  Jan 27, 2025

10. Add Activity

    6 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Polina Zelm supported this idea  ·  Jan 27, 2025

11. Please provide options to adjust or change Redtail's main colors - the new update is too bright!

    9 votes

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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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    Polina Zelm supported this idea  ·  Jan 27, 2025

12. AUM Tracking by Service Advisor added to Dashboard

    7 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Polina Zelm supported this idea  ·  Jan 27, 2025

13. Allow to complete multiple workflow tasks on Today page without refreshing the screen every time.

    4 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Polina Zelm supported this idea  ·  Jan 27, 2025

14. Emailing both contacts at once

    9 votes

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    0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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    Polina Zelm supported this idea  ·  Jan 27, 2025

15. Sorting tasks on the main page by overdue, today, and future

    7 votes

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    0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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    Polina Zelm supported this idea  ·  Jan 27, 2025

16. CRM Document Storage

    7 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Polina Zelm supported this idea  ·  Jan 27, 2025

17. Add color coding to Actvities Categories - easier to see the current step in an activity process

    9 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Polina Zelm supported this idea  ·  Jan 27, 2025

18. Workflow reports should organize by date

    9 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Polina Zelm supported this idea  ·  Jan 27, 2025

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

    27 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Polina Zelm supported this idea  ·  Jan 27, 2025

20. Suggested Feature for Workflows

    7 votes

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    0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Polina Zelm supported this idea  ·  Jan 27, 2025