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26 results found

1. Add roles to the main page for a contact

   195 votes

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   12 comments  ·  Redtail CRM » Contact Record  ·  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!

   Lucas Den Herder supported this idea  ·  Dec 8, 2025

2. Change "Servicing Advisor" and "Writing Advisor" fields under contact details.

   61 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Lucas Den Herder supported this idea  ·  Dec 8, 2025

3. Contact Details - custom field

   22 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Lucas Den Herder supported this idea  ·  Dec 8, 2025

4. Pronunciation to the Mobile App

   3 votes

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   0 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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   Lucas Den Herder shared this idea  ·  Dec 8, 2025

5. udfs mobile

   12 votes

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   0 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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   Lucas Den Herder supported this idea  ·  Dec 8, 2025

6. View full contact name in mobile app

   21 votes

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   2 comments  ·  Redtail CRM » Mobile App  ·  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!

   Lucas Den Herder supported this idea  ·  Dec 8, 2025

7. Activities - Show On Main Page Past Due And Today's Activities

   39 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Lucas Den Herder supported this idea  ·  Oct 23, 2025

8. Add activities to left menu bar

   118 votes

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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!

   Lucas Den Herder supported this idea  ·  Oct 23, 2025

9. workflow tasks on calendar

   44 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Lucas Den Herder supported this idea  ·  Oct 23, 2025

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

    361 votes

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    14 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Lucas Den Herder supported this idea  ·  Oct 23, 2025

11. Linked Notes in Opportunities

    55 votes

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    3 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Lucas Den Herder supported this idea  ·  Oct 23, 2025

12. Add Opportunity Notes to Linked Contacts

    155 votes

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    12 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
    How important is this to you?

    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!

    Lucas Den Herder supported this idea  ·  Oct 23, 2025

13. Linking of Contacts, Accounts to Opportunities and Opportunity Notes

    27 votes

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    1 comment  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Lucas Den Herder supported this idea  ·  Oct 23, 2025

14. important information should be displayed in a banner across the top of client page

    48 votes

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    3 comments  ·  Redtail CRM » Alerts and Warnings  ·  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!

    Lucas Den Herder supported this idea  ·  Oct 23, 2025

15. Please add UDFs to the mobile app. There is important info an advisor needs to see before a meeting when on the road.

    6 votes

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    0 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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    Lucas Den Herder supported this idea  ·  Oct 23, 2025

16. Important Information

    100 votes

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    4 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    Lucas Den Herder supported this idea  ·  Oct 23, 2025

17. Customizable Landing Page

    32 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Lucas Den Herder supported this idea  ·  Oct 23, 2025

18. Add documents to a contact record from the mobile app

    16 votes

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    1 comment  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Lucas Den Herder supported this idea  ·  Oct 23, 2025

19. Redtail Mobile App 3.0+ View Household Members

    10 votes

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    0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
    How important is this to you?

    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!

    Lucas Den Herder supported this idea  ·  Oct 23, 2025

20. adding multiple contacts to an activity

    138 votes

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    14 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

    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!

    Lucas Den Herder supported this idea  ·  Oct 23, 2025