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25 results found

1. iphone notifications

   20 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!

   Danielle Bordenkircher supported this idea  ·  Jun 27, 2025

2. Add a "next" function

   7 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Danielle Bordenkircher supported this idea  ·  Jun 27, 2025

3. Add Contact History Tab to Client Profiles

   6 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Danielle Bordenkircher supported this idea  ·  Jun 27, 2025

4. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

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   131 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Danielle Bordenkircher supported this idea  ·  Jun 27, 2025

5. Tab to next client

   3 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Danielle Bordenkircher shared this idea  ·  Jun 27, 2025