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

   345 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!

   Chad Cartier supported this idea  ·  Jul 29, 2022

2. redtail imaging application to be able to see documents from phone

   66 votes

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   9 comments  ·  Redtail Imaging » Other  ·  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!

   Chad Cartier shared this idea  ·  Apr 17, 2019