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16 results found

1. Common Tasks

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Tara Shannon shared this idea  ·  September 01, 2022

2. Accounts User Define Field

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Tara Shannon shared this idea  ·  September 01, 2022

3. Accounts Page

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Tara Shannon shared this idea  ·  September 01, 2022

4. User Define Fields for Contact & Accounts

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   1 comment  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Tara Shannon commented  ·  September 01, 2022  ·  Delete…

   The option to print a pdf version for Account User Defined Fields.

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   Tara Shannon shared this idea  ·  September 01, 2022

5. Please make All Account fields available on Custom Export Templates

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   4 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Tara Shannon supported this idea  ·  September 01, 2022

6. UDF Reports - Selecting Specific UDF Fields for an client we want to export into a pdf

   28 votes

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   2 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!

   Tara Shannon supported this idea  ·  September 01, 2022

7. Customized Reports exported to PDF

   57 votes

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   3 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Tara Shannon supported this idea  ·  September 01, 2022

8. Activities filter dates-

   3 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Tara Shannon shared this idea  ·  July 25, 2022

9. Email distinction for Internal vs. External

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Tara Shannon shared this idea  ·  July 13, 2022

10. Have a way to sync Redtail calendar between databases for switch in users. Instead of having to manually put events in both databases, it w

    30 votes

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    2 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!

    Tara Shannon supported this idea  ·  July 13, 2022

11. Link documents to workflows

    14 votes

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    1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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    Tara Shannon shared this idea  ·  August 25, 2021

12. drop down for adding clients to a workflow

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    0 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!

    Tara Shannon shared this idea  ·  November 05, 2020

13. Bulk add in UDF section

    18 votes

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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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    Tara Shannon supported this idea  ·  September 01, 2022
    Tara Shannon shared this idea  ·  August 10, 2020

14. Add Client Review Dates in Bulk

    40 votes

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    0 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Tara Shannon supported this idea  ·  March 23, 2018

15. Automatically update last review date in client review section

    104 votes

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    2 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Tara Shannon supported this idea  ·  March 23, 2018

16. Report that will run last Client Review date

    43 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!

    Tara Shannon shared this idea  ·  March 23, 2018