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1. The ability to edit a note for 24 hours after creation

   48 votes

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   2 comments  ·  Redtail CRM » Notes  ·  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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   beth kotowski commented  ·  April 03, 2020  ·  Delete…

   It would be helpful if it was more than 24hrs

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   beth kotowski supported this idea  ·  April 03, 2020

2. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

   59 votes

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   1 comment  ·  Redtail CRM » Templates  ·  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!

   beth kotowski supported this idea  ·  April 03, 2020

3. Automatically update last review date in client review section

   107 votes

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   2 comments  ·  Redtail CRM » Client Reviews  ·  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!

   beth kotowski supported this idea  ·  January 24, 2020