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17 results found

1. Hide Default Categories (AGAIN)

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   1 comment  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Andrea Nelson supported this idea  ·  Sep 19, 2022

2. Add a date field under Financials in the Strategic Allocation Model section

   12 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Andrea Nelson shared this idea  ·  Apr 8, 2021

3. Under "Open Activities" Please add a column for the date the activity was made

   27 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Andrea Nelson supported this idea  ·  Jan 15, 2021

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

   50 votes

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   3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Andrea Nelson supported this idea  ·  Jan 15, 2021

5. nickname

   114 votes

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   6 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Andrea Nelson supported this idea  ·  Jan 15, 2021

6. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

   196 votes

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   7 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Andrea Nelson supported this idea  ·  Jan 15, 2021

7. Permissions

   141 votes

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   2 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Andrea Nelson supported this idea  ·  Jan 15, 2021

8. Option to choose privacy for activities when creating them

   17 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Andrea Nelson shared this idea  ·  Jan 15, 2021

9. Add Timestamp Shortcut

   30 votes

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   3 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Andrea Nelson supported this idea  ·  Dec 17, 2020

10. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    93 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Andrea Nelson supported this idea  ·  Dec 17, 2020

11. Ability to merge Tag Groups

    8 votes

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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Andrea Nelson shared this idea  ·  Dec 15, 2020

12. search tag groups

    13 votes

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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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    Andrea Nelson shared this idea  ·  Nov 5, 2020

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

    348 votes

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    14 comments  ·  Redtail CRM » Activities  ·  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!

14. Risk tolerance options in Redtail Tailwag

    153 votes

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    9 comments  ·  Redtail CRM » Know Your Client  ·  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!

    Andrea Nelson supported this idea  ·  Jun 10, 2020

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

    423 votes

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    20 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!

    Andrea Nelson supported this idea  ·  Jun 26, 2019

16. account udf bulk add

    41 votes

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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

    This suggestion is remaining open and can continue to gather votes and comments!

    Andrea Nelson supported this idea  ·  Jun 25, 2019

17. uncomplete entire workflow

    74 votes

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    1 comment  ·  Redtail CRM » Workflows  ·  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!

    Andrea Nelson supported this idea  ·  Apr 16, 2019
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    Andrea Nelson commented  ·  Apr 16, 2019  ·  Delete…

    I had the same issue. I was testing it, and now I have a completed workflow that is not accurate. I really don't like not having the option to delete it either.

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