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4 results found

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

   345 votes

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   14 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!

   Scott Cousino supported this idea  ·  Sep 30, 2021

2. Activity notes in mobile app

   37 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Scott Cousino shared this idea  ·  Feb 10, 2021

3. redtail imaging application to be able to see documents from phone

   66 votes

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   9 comments  ·  Redtail Imaging » Other  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

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   Scott Cousino commented  ·  Oct 24, 2016  ·  Delete…

   The ability to access our imaging documents through the mobile app would be very helpful. It's nice to have the freedom to stay mobile, but this feature not being available is a limiting factory to that flexibility. Thanks!

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   Scott Cousino supported this idea  ·  Oct 24, 2016

4. Activities saved as draft

   332 votes

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   26 comments  ·  Redtail CRM » Calendar  ·  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!

   Scott Cousino shared this idea  ·  Aug 10, 2015