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7 results found

1. Export Option for Preferred Contact Info

   15 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Christiana Amis supported this idea  ·  Jun 14, 2021

2. Add feature to search by "preferred contact method"

   16 votes

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   1 comment  ·  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!

   Christiana Amis supported this idea  ·  Jun 14, 2021

3. Home address vs. other preferred mailing address

   40 votes

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   0 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!

   Christiana Amis supported this idea  ·  Jun 14, 2021

4. Client Since calculation

   7 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  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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   Christiana Amis shared this idea  ·  Jun 14, 2021

5. Contact Name in Open Tab

   44 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!

   Christiana Amis supported this idea  ·  Sep 25, 2020

6. notes

   72 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Christiana Amis supported this idea  ·  Sep 25, 2020

7. Search

   4 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Christiana Amis shared this idea  ·  Jun 11, 2020