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1. It would be great if all the pop-up windows were moveable

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   0 comments  ·  Redtail CRM » Accounts  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  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!

   Kristin Roberts shared this idea  ·  Jun 29, 2018

2. Add “notify user” to notes in mobile app

   49 votes

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   2 comments  ·  Redtail CRM » Mobile App  ·  Flag idea as inappropriate…Flag idea as inappropriate…  ·  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!

   Kristin Roberts supported this idea  ·  May 11, 2018
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   Kristin Roberts commented  ·  May 11, 2018  ·  Delete…

   It would be very helpful if after the advisor dictates a note in the Redtail App other users could be notified.

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