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13 results found

1. nickname

   129 votes

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   7 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

2. Phonetic Spelling/Pronunciation Field

   57 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

3. send calendar to clients to book appointments

   57 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

4. Outlook 365 Integration

   72 votes

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   2 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

5. Automation Trigger Event: Client Age

   108 votes

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   3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

6. Relationship between households

   85 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  May 26, 2021

7. be able to choose multiple categories on an activity

   27 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Carol Kurtz shared this idea  ·  Dec 22, 2020

8. Notes

   144 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  Sep 30, 2020

9. Viewing Notes section

   131 votes

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   2 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Carol Kurtz supported this idea  ·  Sep 30, 2020

10. Membership

    51 votes

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    2 comments  ·  Redtail CRM » Memberships  ·  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!

    Carol Kurtz supported this idea  ·  Jan 17, 2020

11. Expand Automation Options

    155 votes

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    7 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Carol Kurtz supported this idea  ·  Jan 17, 2020

12. Triggers

    260 votes

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    12 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
    How important is this to you?

    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!

    Carol Kurtz supported this idea  ·  Jan 17, 2020

13. Automation templates & recurring workflows

    547 votes

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    17 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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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!

    Carol Kurtz supported this idea  ·  Jan 17, 2020