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1. Show the tax qualified type to the description of accounts when attaching to an activity

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Rae Heitkamp shared this idea  ·  Aug 27, 2025

2. list two contacts when attached to note/activity, not just '2 contacts'

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   1 comment  ·  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!

   Rae Heitkamp supported this idea  ·  Aug 27, 2025