Lucas Den Herder

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1. 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

2. 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

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

   16 votes

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   1 comment  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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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

4. Redtail Mobile App 3.0+ View Household Members

   10 votes

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   0 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!

   Lucas Den Herder supported this idea  ·  Oct 23, 2025

5. adding multiple contacts to an activity

   138 votes

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   14 comments  ·  Redtail CRM » Activities  ·  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  ·  Oct 23, 2025

6. Notes Report

   3 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Lucas Den Herder shared this idea  ·  Oct 20, 2025

7. Run a Notes report with select notes only

   75 votes

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   5 comments  ·  Redtail CRM » Notes  ·  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 20, 2025

8. Edit Notes

   177 votes

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   9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Lucas Den Herder supported this idea  ·  Oct 20, 2025

9. Add pinned notes to Latest Notes screen.

   99 votes

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   2 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Lucas Den Herder supported this idea  ·  Oct 20, 2025

10. Notes

    52 votes

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    2 comments  ·  Redtail CRM » Notes  ·  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 20, 2025

11. Notes

    31 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Lucas Den Herder supported this idea  ·  Oct 20, 2025