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36 results found

1. Ability to edit a note

   26 votes

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

2. ai for zoom & teams meetings

   6 votes

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

3. Showing "Versions" of notes

   6 votes

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

4. full dates on note history

   6 votes

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

5. Linked Spousal Notes

   10 votes

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

6. Client Review Dates

   28 votes

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   1 comment  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Polina Zelm supported this idea  ·  Jan 27, 2025

7. AI Note Taking

   3 votes

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   0 comments  ·  Redtail CRM » Artificial Intelligence  ·  Delete…  ·  Admin →
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   Polina Zelm shared this idea  ·  Jan 27, 2025

8. emotional status of interactions

   22 votes

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   0 comments  ·  Redtail CRM » Artificial Intelligence  ·  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. LInkedIn will always have the most up to date Job title, that should automatically update in Redtail

   4 votes

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

10. Self-Scheduling Feature for Clients

    6 votes

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

11. A calender invite that will trigger a workflow and invite the client to the meeting

    4 votes

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    Polina Zelm supported this idea  ·  Jan 27, 2025

12. Automated Scheduling in Redtail

    20 votes

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

13. Request to Combine Married Client Review Reminders

    3 votes

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

14. Calendar landing page timeline view

    9 votes

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

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

    15 votes

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

16. Customize Client Reviews Reminder Colors by Financial Advisor

    1 vote

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