My feedback

23 results found

1. Improve Seminars

   7 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Redtail CRM » Seminar  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Anna Dujan shared this idea  ·  Oct 19, 2021

2. Auto Reply SPEAK

   15 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Anna Dujan shared this idea  ·  Jul 9, 2021

3. Text multiple contacts on a group client text through SPEAK

   30 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   Anna Dujan supported this idea  ·  Jul 9, 2021

4. Retirement Date - this would be great to see on the client's contact card.

   9 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Anna Dujan supported this idea  ·  Jun 23, 2021

5. Make it a site preference that activities and workflows have to link to a contact

   15 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Anna Dujan supported this idea  ·  Jun 23, 2021

6. Ability to Print Family Notes

   11 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Anna Dujan supported this idea  ·  Jun 23, 2021

7. filter activity by category

   19 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Anna Dujan supported this idea  ·  Jun 23, 2021

8. More visibility for Opportunities

   17 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   1 comment  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   An error occurred while saving the comment
   Anna Dujan commented  ·  Jun 23, 2021  ·  Delete…

   Definitely should be there!

   Save Submitting...
   Anna Dujan supported this idea  ·  Feb 10, 2021

9. Add to Notes Follow Up

   9 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Anna Dujan shared this idea  ·  Jun 23, 2021

10. Link opportunities to the calendar. Particularly link close dates.

    16 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Anna Dujan shared this idea  ·  Feb 9, 2021

11. Opportunity Report - need date range in the filter so I can see when opportunities were opened

    26 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    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!

    Anna Dujan supported this idea  ·  Dec 11, 2019

12. Add a Count of Open Opportunities to the Contact Overview Stats Bar

    4 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    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!

    Anna Dujan supported this idea  ·  Sep 26, 2019

13. In the family tree, the trust needs to able to be added as a bene.

    29 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    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!

    Anna Dujan shared this idea  ·  Jun 6, 2019

14. Add more fields under beneficiaries

    465 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    14 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    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!

    Anna Dujan supported this idea  ·  Jun 6, 2019

15. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,329 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    68 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    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!

    Anna Dujan supported this idea  ·  Jun 6, 2019

16. Beneficiary Report

    96 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    8 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    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!

    Anna Dujan supported this idea  ·  Jun 6, 2019

17. Create an Activity from the Opportunity Tracker

    259 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    25 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    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!

    Anna Dujan supported this idea  ·  Apr 9, 2019

18. Linked Notes in Opportunities

    46 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    3 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    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!

    Anna Dujan supported this idea  ·  Apr 9, 2019

19. Add Opportunity Notes to Linked Contacts

    145 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    11 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    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!

    Anna Dujan supported this idea  ·  Apr 9, 2019

20. Linking Activities, Workflows, Notes, Documents, & Opportunities

    312 votes

    Vote Vote Vote

    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    1 vote 2 votes 3 votes Remove votes

    You have left! (?) (thinking…)
    14 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    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!

    Anna Dujan supported this idea  ·  Apr 9, 2019