DonnaE

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26 results found

1. Read-receipt tracking for broadcast emails

   84 votes

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   3 comments  ·  Redtail CRM » Broadcast Email  ·  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!

   DonnaE supported this idea  ·  Oct 2, 2026

2. Remove Team Members from Speak Conversations

   8 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   DonnaE supported this idea  ·  Oct 2, 2026

3. Redtail Speak

   16 votes

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   0 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   DonnaE supported this idea  ·  Oct 2, 2026

4. Head of Household indicated in contact main profile

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   DonnaE supported this idea  ·  Apr 8, 2026

5. Add the date a workflow is created

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   DonnaE shared this idea  ·  Aug 6, 2025

6. Add client's name to a workflow on the calendar

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   Received  ·  0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   DonnaE supported this idea  ·  Aug 6, 2025

7. workflow reports - more info needs to be included

   6 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   DonnaE supported this idea  ·  Aug 6, 2025

8. Scrap Worflows and Start Over

   56 votes

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   4 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   DonnaE supported this idea  ·  Aug 6, 2025

9. Improve on the Workflow interface when creating/editing a workflow

   10 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   DonnaE shared this idea  ·  Aug 6, 2025

10. Disable birthday reminder and other contact reminders when termination date added

    4 votes

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    1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    DonnaE shared this idea  ·  Aug 6, 2025

11. Client Review Reminder

    79 votes

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    1 comment  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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    DonnaE supported this idea  ·  Aug 6, 2025

12. Remove client anniversary reminder if client is terminated

    32 votes

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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    DonnaE supported this idea  ·  Aug 6, 2025

13. Remove Review Date when Client Status = Terminated

    103 votes

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    1 comment  ·  Redtail CRM » Client Reviews  ·  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!

    DonnaE supported this idea  ·  Aug 6, 2025

14. Speak app push notifications

    16 votes

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    0 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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    DonnaE supported this idea  ·  Aug 6, 2025

15. membership

    4 votes

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    0 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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    DonnaE supported this idea  ·  Aug 6, 2025

16. Auto Link Married Couples' Notes

    35 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    DonnaE supported this idea  ·  Aug 6, 2025

17. Redtail Speak - Bulk Messaging to a group

    11 votes

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    0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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    DonnaE supported this idea  ·  Aug 6, 2025

18. Speak phone app sound notifications

    11 votes

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    0 comments  ·  Redtail Speak » Notifications  ·  Delete…  ·  Admin →
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    DonnaE supported this idea  ·  Aug 6, 2025

19. mscalzo@cfiemail.com

    4 votes

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    0 comments  ·  Redtail Speak » Notifications  ·  Delete…  ·  Admin →
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    DonnaE supported this idea  ·  Aug 6, 2025

20. Add Speak reports in the 'Reports' section of the CRM

    4 votes

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    0 comments  ·  Redtail Speak » Preferences  ·  Delete…  ·  Admin →
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    DonnaE shared this idea  ·  Aug 5, 2025