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14 results found

1. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

   24 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Alyssa Thibodeaux supported this idea  ·  Apr 24, 2023

2. customize today page

   48 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Alyssa Thibodeaux supported this idea  ·  Apr 24, 2023

3. Things to do today

   45 votes

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   1 comment  ·  Redtail CRM » Alerts and Warnings  ·  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!

   Alyssa Thibodeaux supported this idea  ·  Apr 24, 2023

4. Link Activity Location to Contacts

   19 votes

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   1 comment  ·  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!

   Alyssa Thibodeaux supported this idea  ·  Jan 22, 2021

5. Automatically Link Contacts with their Company

   24 votes

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   1 comment  ·  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!

   Alyssa Thibodeaux supported this idea  ·  Jan 22, 2021

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

   151 votes

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   5 comments  ·  Redtail CRM » Notes  ·  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!

   An error occurred while saving the comment
   Alyssa Thibodeaux commented  ·  Nov 4, 2020  ·  Delete…

   I wish I could give this more votes!!

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   Alyssa Thibodeaux supported this idea  ·  Nov 4, 2020

7. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

   1,232 votes

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   65 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Alyssa Thibodeaux supported this idea  ·  Feb 1, 2019

8. Add Additional Fields to the Client Review Section

   336 votes

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   17 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Alyssa Thibodeaux supported this idea  ·  Feb 1, 2019

9. Make it possible to change a client's next review date without changing first review date!

   552 votes

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   34 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Alyssa Thibodeaux supported this idea  ·  Feb 1, 2019

10. change next review to next review due

    34 votes

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    0 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!

    Alyssa Thibodeaux supported this idea  ·  Feb 1, 2019

11. Automatically update last review date in client review section

    104 votes

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    2 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Alyssa Thibodeaux supported this idea  ·  Feb 1, 2019

12. Client Review Report

    83 votes

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    3 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!

    Alyssa Thibodeaux supported this idea  ·  Feb 1, 2019

13. Change First Review to Last Review under Client Review

    419 votes

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    27 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Alyssa Thibodeaux supported this idea  ·  Feb 1, 2019

14. annual review

    48 votes

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    0 comments  ·  Redtail CRM » Client Reviews  ·  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!

    Alyssa Thibodeaux supported this idea  ·  Feb 1, 2019