DeWanda Lacy

My feedback

10 results found

1. Financial Planning Tab in Clients

   27 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  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!

   DeWanda Lacy supported this idea  ·  Feb 6, 2026

2. Add roles to the main page for a contact

   213 votes

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   14 comments  ·  Redtail CRM » Contact Record  ·  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!

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   DeWanda Lacy commented  ·  Feb 6, 2026  ·  Delete…

   Good morning @Hayley Mandrup - Any updates on this request? It would be great to have Contact Roles displayed on the Contact Landing page for better visibility.

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   DeWanda Lacy supported this idea  ·  Feb 5, 2026

3. Change "Servicing Advisor" and "Writing Advisor" fields under contact details.

   65 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   DeWanda Lacy supported this idea  ·  Feb 5, 2026

4. Email Notification (Activity Assigned)

   97 votes

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   1 comment  ·  Redtail CRM » Notifications  ·  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!

   DeWanda Lacy supported this idea  ·  Apr 16, 2025

5. Activity email should have link

   15 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   DeWanda Lacy supported this idea  ·  Apr 16, 2025

6. activity from email, email from activity

   44 votes

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   2 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   DeWanda Lacy supported this idea  ·  Apr 16, 2025

7. Link in email notification

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   0 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   DeWanda Lacy supported this idea  ·  Apr 16, 2025

8. Go directly to "Activity Details" when creating a new activity

   21 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   DeWanda Lacy supported this idea  ·  Apr 16, 2025

9. email notification

   42 votes

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   1 comment  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   DeWanda Lacy supported this idea  ·  Apr 16, 2025

10. Hyperlink directly into activity from email notification

    32 votes

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    1 comment  ·  Redtail CRM » Notifications  ·  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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    DeWanda Lacy supported this idea  ·  Apr 16, 2025