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1. prioritize workflow

   53 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  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!

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   Anonymous commented  ·  September 19, 2019  ·  Delete…

   being able to prioritize is always helpful, great idea!

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2. Add flag on the Personal Profile Form that indicates which information is marked as Primary and Preferred on the Contact Card

   20 votes

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   3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

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   Anonymous commented  ·  September 19, 2019  ·  Delete…

   wonderful idea for clients to verify profile infomation!!

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