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11 results found

1. Vulnerable Adults with Diminished Capacity

   12 votes

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Meredith Nation commented  ·  Mar 12, 2025  ·  Delete…

   I use a tag to label clients in this condition. Tags don't necessarily get seen by other staff

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   Meredith Nation supported this idea  ·  Mar 12, 2025

2. UDFs should be able to be used in the advanced search feature.

   438 votes

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   21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   Meredith Nation supported this idea  ·  Mar 12, 2025

3. UDFs should be able to be used in the advanced search feature

   19 votes

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Meredith Nation supported this idea  ·  Mar 12, 2025

4. On the automation Templates would like to see the Category added. So that an activity will be automatically generated from type of category

   15 votes

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   0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Meredith Nation supported this idea  ·  Mar 12, 2025

5. Tasks, Activities, and Events

   7 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Meredith Nation supported this idea  ·  Mar 12, 2025

6. 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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   Meredith Nation supported this idea  ·  Mar 12, 2025

7. NEXT REVIEW

   28 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Meredith Nation supported this idea  ·  Mar 12, 2025

8. Annual Review Checkbox

   58 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Meredith Nation supported this idea  ·  Mar 12, 2025

9. client review

   49 votes

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   0 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!

   Meredith Nation supported this idea  ·  Mar 12, 2025

10. Activity Template

    17 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Meredith Nation supported this idea  ·  Mar 12, 2025

11. MEMBERSHIP

    14 votes

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    0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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    Meredith Nation supported this idea  ·  Mar 12, 2025