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33 results found

1. Opportunity Categories

   64 votes

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   4 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!

   Lauren Linn supported this idea  ·  November 30, 2020

2. More visibility for Opportunities

   17 votes

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   1 comment  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Lauren Linn supported this idea  ·  November 30, 2020

3. notifications within opportunities

   46 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Lauren Linn supported this idea  ·  November 30, 2020

4. Former Employer in KYC Professional Tab

   7 votes

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Lauren Linn supported this idea  ·  November 30, 2020

5. zapier

   33 votes

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   0 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Lauren Linn supported this idea  ·  November 30, 2020

6. Need to be able to edit notes

   44 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Lauren Linn supported this idea  ·  November 30, 2020

7. UDF

   1 vote

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   0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Edit…  ·  Delete…  ·  Admin →
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   Lauren Linn shared this idea  ·  September 11, 2020

8. COVID-19 - Virtual Scheduling

   44 votes

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   3 comments  ·  Redtail CRM » Integrations  ·  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!

   Lauren Linn shared this idea  ·  April 09, 2020

9. Calendly Integration

   71 votes

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   2 comments  ·  Redtail CRM » Calendar  ·  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!

   Lauren Linn shared this idea  ·  April 06, 2020

10. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    131 votes

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    8 comments  ·  Redtail CRM » Calendar  ·  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!

11. Calendly Integration

    198 votes

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    11 comments  ·  Redtail CRM » Calendar  ·  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!

12. 401k Clients & Prospects

    31 votes

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    1 comment  ·  Redtail CRM » Contact Record  ·  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!

    Lauren Linn supported this idea  ·  January 24, 2020

13. Create a "Business Personal Profile Form" for Business Records

    33 votes

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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

    Lauren Linn supported this idea  ·  January 08, 2021