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7 results found

1. add a plug in for outlook so you can save emails to the client's redtail contact

   34 votes

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   1 comment  ·  Redtail CRM » Automations  ·  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!

   Carl Goodin supported this idea  ·  Aug 23, 2020

2. Outlook and RedTail Calendar Integration

   65 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  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!

   Carl Goodin supported this idea  ·  Aug 23, 2020

3. Dictation directly into Redtail

   28 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Carl Goodin supported this idea  ·  Aug 23, 2020

4. Outlook email to Redtail integration for adding tasks

   31 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Carl Goodin supported this idea  ·  Aug 23, 2020

5. Outlook integration

   69 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  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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   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!

   Carl Goodin supported this idea  ·  Aug 23, 2020

6. Link email to notes/activities

   654 votes

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   25 comments  ·  Redtail CRM » Email  ·  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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   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!

   Carl Goodin supported this idea  ·  Jun 16, 2020

7. Preview documents

   56 votes

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   2 comments  ·  Redtail CRM » Documents  ·  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!

   Carl Goodin supported this idea  ·  Jan 4, 2019