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1. List TWO Contacts in Things to do Today

   42 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Danelle Jenetayeva supported this idea  ·  Sep 15, 2025

2. Create option to "freeze" the 'all day' row

   17 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Danelle Jenetayeva supported this idea  ·  Aug 28, 2025

3. Zocks Note formatting when imported to RedTail

   3 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Danelle Jenetayeva shared this idea  ·  Jun 10, 2025

4. Linking Activities, Workflows, Notes, Documents, & Opportunities

   361 votes

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   14 comments  ·  Redtail CRM » Activities  ·  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!

   Danelle Jenetayeva supported this idea  ·  Jun 10, 2025

5. link an existing note to an existing activity

   108 votes

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   10 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Danelle Jenetayeva supported this idea  ·  Jun 10, 2025