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10 results found

1. Turn off auto creation of employer records

   59 votes

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   6 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!

   WendyQ supported this idea  ·  Dec 19, 2025

2. Copy Notes to Spouse's Profile

   7 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   WendyQ supported this idea  ·  Nov 5, 2025

3. A checkbox to copy note to all related family members

   5 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   WendyQ supported this idea  ·  Nov 5, 2025

4. Rep chat comments

   2 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   WendyQ supported this idea  ·  Nov 5, 2025

5. Keep formatting when copying text from Word Documents to Contact Notes

   12 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   WendyQ supported this idea  ·  Nov 5, 2025

6. talk to text feature

   2 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   WendyQ supported this idea  ·  Nov 5, 2025

7. Built-in document viewer

   98 votes

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   13 comments  ·  Redtail CRM » Documents  ·  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!

   WendyQ supported this idea  ·  Sep 9, 2025

8. Add documents to workflows!

   619 votes

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   32 comments  ·  Redtail CRM » Workflows  ·  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!

   WendyQ supported this idea  ·  Sep 9, 2025

9. Preview documents

   59 votes

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   2 comments  ·  Redtail CRM » Documents  ·  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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   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!

   WendyQ supported this idea  ·  Sep 9, 2025

10. Doc viewer within the CRM Doc Storage Page

    30 votes

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    3 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    WendyQ supported this idea  ·  Sep 9, 2025
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    WendyQ commented  ·  Sep 9, 2025  ·  Delete…

    We can only view in the Redtail Imaging website by right clicking not the CRM. This is a very important issue.

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