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14 results found

1. nickname

   110 votes

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   6 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

   54 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

   66 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

   93 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

   24 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. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

   197 votes

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

9. Notes

   143 votes

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

10. 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

11. 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

12. Expand Automation Options

    151 votes

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

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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

13. Triggers

    251 votes

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    12 comments  ·  Redtail CRM » Automations  ·  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!

    Carol Kurtz supported this idea  ·  Jan 17, 2020

14. Automation templates & recurring workflows

    533 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