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16 results found

1. Option to automatically rollover activity

   1,261 votes

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   50 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!

   Jason Labrum supported this idea  ·  Mar 6, 2023

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

   1,855 votes

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   131 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!

   Jason Labrum supported this idea  ·  Mar 6, 2023

3. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

   1,407 votes

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   71 comments  ·  Redtail CRM » Family  ·  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!

   Jason Labrum supported this idea  ·  Mar 6, 2023

4. Sticky Notes to add to client file

   43 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Jason Labrum supported this idea  ·  Mar 6, 2023

5. A box in the Misc Information Tab specific for children and grandchildren and their birthdates

   28 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Jason Labrum supported this idea  ·  Mar 6, 2023

6. 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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   Jason Labrum supported this idea  ·  Mar 6, 2023

7. Opportunities on RT Calendar

   69 votes

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   5 comments  ·  Redtail CRM » Opportunities  ·  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!

   Jason Labrum supported this idea  ·  Mar 6, 2023

8. notifications within opportunities

   52 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Jason Labrum supported this idea  ·  Mar 6, 2023

9. Connect Activities & Notes to an Opportunity

   66 votes

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   2 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   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!

   Jason Labrum supported this idea  ·  Mar 6, 2023

10. Contact Record Opportunities

    66 votes

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    2 comments  ·  Redtail CRM » Opportunities  ·  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!

    Jason Labrum supported this idea  ·  Mar 6, 2023

11. Linked Notes in Opportunities

    55 votes

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    3 comments  ·  Redtail CRM » Opportunities  ·  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!

    Jason Labrum supported this idea  ·  Mar 6, 2023

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

    361 votes

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    14 comments  ·  Redtail CRM » Activities  ·  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!

    Jason Labrum supported this idea  ·  Mar 6, 2023

13. allow for ALL membership codes to be customized, edited or deleted

    50 votes

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    4 comments  ·  Redtail CRM » Memberships  ·  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!

    Jason Labrum shared this idea  ·  Feb 6, 2020

14. memberships

    138 votes

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    4 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

15. Improve contact search.

    108 votes

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

    Jason Labrum supported this idea  ·  Apr 2, 2019

16. Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier

    26 votes

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

    Jason Labrum shared this idea  ·  Apr 2, 2019