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25 results found

1. Scrap Worflows and Start Over

   52 votes

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   3 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Bridget Farrington supported this idea  ·  Sep 3, 2025

2. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

   233 votes

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   2 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Bridget Farrington supported this idea  ·  Oct 13, 2024

3. Automated Scheduling in Redtail

   20 votes

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Bridget Farrington supported this idea  ·  Oct 13, 2024

4. Customize my Sidebar

   8 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Bridget Farrington supported this idea  ·  Oct 13, 2024

5. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

   30 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Bridget Farrington supported this idea  ·  Oct 13, 2024

6. Contact by Duplicate Name Report in RedTail

   10 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Bridget Farrington supported this idea  ·  Oct 13, 2024

7. view contacts on calendar

   93 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Bridget Farrington supported this idea  ·  Oct 13, 2024

8. Add Alerts Feature to Dashboard

   15 votes

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   0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Bridget Farrington supported this idea  ·  Oct 13, 2024

9. show power of attorney on contact details

   29 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Bridget Farrington supported this idea  ·  Oct 13, 2024

10. Workflow reports should organize by date

    9 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Bridget Farrington supported this idea  ·  Oct 13, 2024

11. Roles & Permissions Changes & Customizations

    34 votes

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    1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Bridget Farrington supported this idea  ·  Oct 13, 2024

12. I would like to track the results of my activities and run reports

    17 votes

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    1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Bridget Farrington supported this idea  ·  Oct 13, 2024

13. Activity order should not shuffle on the activities tab

    41 votes

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    2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Bridget Farrington supported this idea  ·  Oct 13, 2024

14. opportunity filter

    94 votes

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    5 comments  ·  Redtail CRM » Opportunities  ·  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!

    Bridget Farrington supported this idea  ·  Sep 26, 2024

15. Opportunity Follow-Ups

    45 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  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!

    Bridget Farrington supported this idea  ·  Sep 26, 2024

16. Add "Last date updated" to opportunities

    19 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Bridget Farrington supported this idea  ·  Sep 26, 2024

17. Ability to set a template or default when creating opportunities

    20 votes

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    0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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    Bridget Farrington supported this idea  ·  Sep 26, 2024

18. Opportunities should have at least 3 date fields

    138 votes

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    7 comments  ·  Redtail CRM » Opportunities  ·  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!

    Bridget Farrington supported this idea  ·  Sep 26, 2024

19. Send Opportunities Notifications

    61 votes

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    2 comments  ·  Redtail CRM » Opportunities  ·  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!

    Bridget Farrington supported this idea  ·  Sep 26, 2024

20. Add Revenue to the Opportunities dashboard and reports

    382 votes

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    43 comments  ·  Redtail CRM » Opportunities  ·  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!

    Bridget Farrington supported this idea  ·  Sep 26, 2024