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40 results found

1. UDF

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  May 22, 2025

2. UDF

   3 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  May 22, 2025

3. Add an option for a checklist in udf fields

   10 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 22, 2025

4. Improved Functionality for Linked Account Detail Labels

   19 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 22, 2025

5. We should be able to add new hires with email access automatically instead of the database owner having to call redtail to authorize

   2 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 22, 2025

6. Outlook and RedTail Calendar Integration

   68 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  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!

   Anonymous supported this idea  ·  Mar 1, 2024

7. Calendar Sync

   16 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 1, 2024

8. Linking documents to calendar events

   21 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  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!

   Anonymous supported this idea  ·  Mar 1, 2024

9. SYNC Calendar with Microsoft Exchange

   18 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 1, 2024

10. in the CRM document upload section be able to label the category/ account while uploading documtment

    18 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jul 7, 2022

11. Folders for use inside Documents

    72 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jul 7, 2022

12. Change category type of multiple documents at once

    25 votes

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    1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jul 7, 2022

13. account status

    25 votes

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    2 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Aug 24, 2021

14. when linking accounts to activities can you add ability to link multiple accounts at a time

    67 votes

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    2 comments  ·  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!

    Anonymous supported this idea  ·  Aug 17, 2021

15. Documents CRM

    27 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Aug 17, 2021

16. linking documents

    91 votes

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    1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Aug 17, 2021

17. Active Seminar Status

    22 votes

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    0 comments  ·  Redtail CRM » Seminar  ·  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!

    Anonymous supported this idea  ·  Jun 4, 2021

18. Show Attendee Status for Seminar in Contact

    38 votes

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    0 comments  ·  Redtail CRM » Seminar  ·  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!

    Anonymous supported this idea  ·  Jun 4, 2021

19. Link existing document to an activity or note.

    47 votes

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    3 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Nov 5, 2020

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

    361 votes

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    14 comments  ·  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!