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32 results found

1. Delete Speak Room

   11 votes

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   0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Joan supported this idea  ·  Oct 24, 2024

2. Speak Alert in CRM

   32 votes

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   0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Joan supported this idea  ·  Oct 24, 2024

3. Redtail Speak - Display Year Text was Sent/Received

   19 votes

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   0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Joan supported this idea  ·  Oct 24, 2024

4. Redtail Speak, please add ability for administrators to view all conversations and have overview of which individuals are enrolled.

   20 votes

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   0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Joan supported this idea  ·  Oct 24, 2024

5. scheduled message

   6 votes

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   0 comments  ·  Redtail Speak » Preferences  ·  Delete…  ·  Admin →
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   Joan supported this idea  ·  Oct 24, 2024

6. speak

   12 votes

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   0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Joan supported this idea  ·  Oct 24, 2024

7. Speak email notifications

   13 votes

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   0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Joan supported this idea  ·  Oct 24, 2024

8. Email Notification for Speak

   10 votes

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   0 comments  ·  Redtail Speak » Notifications  ·  Delete…  ·  Admin →
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   Joan supported this idea  ·  Oct 24, 2024

9. Add email notification when receiving text from Redtail Speak

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   0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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   Joan supported this idea  ·  Oct 24, 2024

10. Speak out of office

    7 votes

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    0 comments  ·  Redtail Speak  ·  Delete…  ·  Admin →
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    Joan supported this idea  ·  Oct 24, 2024

11. Need more contrast in the new CRM screen!

    3 votes

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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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    Joan shared this idea  ·  Mar 21, 2024

12. 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!

    Joan supported this idea  ·  Apr 13, 2023

13. Client Review Report

    89 votes

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    3 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!

    Joan supported this idea  ·  Apr 13, 2023

14. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    84 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!

    Joan supported this idea  ·  Apr 13, 2023

15. Beneficiary Report

    107 votes

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    11 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!

    Joan supported this idea  ·  Apr 13, 2023

16. Automatic Spouse Contact Record Should Inherit Permissions

    19 votes

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    2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Joan supported this idea  ·  Apr 13, 2023

17. Expand Conditions for Automating Permissions / Roles

    22 votes

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    0 comments  ·  Redtail CRM » Automations  ·  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!

    Joan supported this idea  ·  Apr 13, 2023

18. Add pinned notes to Latest Notes screen.

    84 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Joan supported this idea  ·  Apr 19, 2022

19. Dynamic Workflow Due Dates

    376 votes

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    15 comments  ·  Redtail CRM » Workflows  ·  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!

    Joan supported this idea  ·  Dec 27, 2018

20. Option to NOT notify existing activities attendees

    52 votes

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    2 comments  ·  Redtail CRM » Notifications  ·  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!

    Joan supported this idea  ·  Dec 27, 2018