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10 results found

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

   1,371 votes

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   69 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!

   Heidi Malone supported this idea  ·  Aug 13, 2020

2. Activity Privacy Options- change default from Everyone or allow users to change default

   102 votes

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   8 comments  ·  Redtail CRM » Activities  ·  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!

   Heidi Malone supported this idea  ·  Aug 13, 2020
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   Heidi Malone commented  ·  Aug 13, 2020  ·  Delete…

   Agreed this would be a huge time saver!

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3. add privacy option to activity templates

   13 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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4. notes in activity

   13 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Heidi Malone shared this idea  ·  Aug 12, 2020

5. Notes and account(s) linked within an activity

   37 votes

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   2 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!

   Heidi Malone supported this idea  ·  Aug 12, 2020

6. 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!

   Heidi Malone supported this idea  ·  Aug 12, 2020

7. Send invite to contact when scheduling an appointment

   32 votes

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   2 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Heidi Malone supported this idea  ·  Aug 12, 2020

8. allow today view to to show our preference of today's activities

   16 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Heidi Malone supported this idea  ·  Aug 12, 2020

9. Last Client Contact Report

   28 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Heidi Malone supported this idea  ·  Aug 12, 2020

10. default values for every field

    104 votes

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    12 comments  ·  Redtail CRM » Automations  ·  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!

    Heidi Malone supported this idea  ·  Aug 15, 2019