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5 results found

1. Customizable Beneficiary Report

   21 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Christina DiSanto shared this idea  ·  December 21, 2020

2. Source from Opportunity should link to Source on Contact Record

   28 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Christina DiSanto shared this idea  ·  June 19, 2020

3. Opportunity Final Stage Modification

   101 votes

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   7 comments  ·  Redtail CRM » Opportunities  ·  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!

4. email reporting

   238 votes

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   10 comments  ·  Redtail CRM » Email  ·  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!

   Christina DiSanto supported this idea  ·  October 28, 2015

5. Duplicates in email history

   135 votes

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   5 comments  ·  Redtail CRM » Email  ·  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!

   Christina DiSanto supported this idea  ·  March 04, 2015