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1. Business Clients - additional info needed.

   7 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Carrie Good supported this idea  ·  Nov 14, 2025

2. Filter Activity Reports by contact status

   55 votes

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   4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Carrie Good supported this idea  ·  Nov 14, 2025

3. Contact Options - Reports

   27 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Carrie Good supported this idea  ·  Nov 14, 2025

4. add field for client pets and their names

   7 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Carrie Good supported this idea  ·  Nov 14, 2025

5. Pet information

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Carrie Good shared this idea  ·  Nov 14, 2025