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12 results found

1. Add a working "Radio" Button that can be inserted and checked in Task and Note templates

   12 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Karen DiPaolo supported this idea  ·  May 11, 2023

2. Annual Review COMPLETED Section on Main Client Contact Page

   109 votes

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   4 comments  ·  Redtail CRM » Contact Record  ·  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!

   Karen DiPaolo supported this idea  ·  Sep 23, 2022

3. Scheduling & Confirmations

   148 votes

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   3 comments  ·  Redtail CRM » Integrations  ·  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!

   Karen DiPaolo supported this idea  ·  Sep 23, 2022

4. User Restriction for Receptionist/Scheduler

   15 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Karen DiPaolo shared this idea  ·  Nov 20, 2020

5. Have the ability to "view" a pdf file instead of downloading it.

   14 votes

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   1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Karen DiPaolo supported this idea  ·  Nov 20, 2020

6. CRM documents to Imaging documents

   36 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Karen DiPaolo shared this idea  ·  Nov 20, 2020

7. Built-in document viewer

   88 votes

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   10 comments  ·  Redtail CRM » Documents  ·  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!

   Karen DiPaolo supported this idea  ·  Jun 2, 2020

8. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

   729 votes

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   38 comments  ·  Redtail CRM » Calendar  ·  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!

   Karen DiPaolo supported this idea  ·  Aug 29, 2019

9. Permission Folders

   466 votes

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   35 comments  ·  Redtail Imaging » Files/ Folders  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   
   

10. Show the Details of the Actions done on the Timeline

    246 votes

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    14 comments  ·  Redtail CRM » Timeline  ·  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!

    Karen DiPaolo supported this idea  ·  Jul 8, 2016

11. RMD Value & Information section

    1,924 votes

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    94 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    An error occurred while saving the comment
    Karen DiPaolo commented  ·  Jun 26, 2015  ·  Delete…

    PLEASE add this important feature!!

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12. Link email to notes/activities

    628 votes

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    24 comments  ·  Redtail CRM » Email  ·  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!