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14 results found

1. Assign Activity to Team

   177 votes

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   11 comments  ·  Redtail CRM » Know Your Client  ·  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!

   Michelle supported this idea  ·  May 28, 2024

2. notes comments should be viewable on the notes screen without having to click on them

   51 votes

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   3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Michelle supported this idea  ·  May 28, 2024

3. Contact Options - Reports

   27 votes

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   0 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!

   Michelle supported this idea  ·  May 28, 2024

4. Change category type of multiple documents at once

   25 votes

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   1 comment  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Michelle supported this idea  ·  May 28, 2024

5. Categorize documents

   31 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Michelle supported this idea  ·  May 28, 2024

6. Navigation on Reports

   13 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Michelle supported this idea  ·  May 28, 2024

7. Sorting of "Activities"

   199 votes

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   14 comments  ·  Redtail CRM » Today's Overview  ·  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!

   Michelle supported this idea  ·  May 28, 2024

8. Workflow automation to create Activities

   340 votes

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   10 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!

   Michelle supported this idea  ·  May 28, 2024

9. Head of Household Display

   46 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  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!

   Michelle supported this idea  ·  May 28, 2024

10. Activities - Linking Spouse/Significant other

    55 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Michelle supported this idea  ·  May 28, 2024

11. UDFs should be able to be used in the advanced search feature.

    438 votes

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    21 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

    Michelle supported this idea  ·  May 23, 2024

12. Pinned note(s) show first on main Contact Screen Note Box

    176 votes

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    6 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!

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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!

    Michelle supported this idea  ·  May 22, 2024

13. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    233 votes

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    2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Michelle supported this idea  ·  Apr 18, 2024

14. let's talk bubble for support chat

    23 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    Michelle shared this idea  ·  Apr 17, 2024