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26 results found

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

   31 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  ·  Sep 1, 2022

2. Customized Reports exported to PDF

   61 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  ·  Sep 1, 2022

3. Email distinction for Internal vs. External

   9 votes

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

4. Link documents to workflows

   19 votes

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   2 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Tara Shannon shared this idea  ·  Aug 25, 2021

5. Automatically update last review date in client review section

   116 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  ·  Mar 23, 2018

6. Report that will run last Client Review date

   59 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!

   Tara Shannon shared this idea  ·  Mar 23, 2018