My feedback

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1. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

   735 votes

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   38 comments  ·  Redtail CRM » Calendar  ·  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!

   Anonymous supported this idea  ·  Jul 18, 2019

2. combine activities & notes to one tab

   48 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!

   Anonymous supported this idea  ·  May 15, 2019

3. Add a 'Contact Category Change' Trigger Event for Automations

   197 votes

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   20 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!

   An error occurred while saving the comment
   Anonymous commented  ·  Mar 20, 2019  ·  Delete…

   We use categories to track the progress on our prospective client pipeline. After a year of trying to get my team on board to use workflows, I designed them all beautifully and now they don't work correctly because this feature doesn't exist. :( Very confusing since it seems to be such a basic feature! Thank you very much for your consideration of adding this capability soon!

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   Anonymous supported this idea  ·  Mar 20, 2019