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1. ability to add alerts to a record that shows at top of record

   6 votes

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   0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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   Stephanie shared this idea  ·  Sep 7, 2021

2. Assign Activity to Team

   164 votes

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   10 comments  ·  Redtail CRM » Know Your Client  ·  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!

   Stephanie supported this idea  ·  Aug 11, 2021

3. email notification

   30 votes

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   0 comments  ·  Redtail CRM » Notifications  ·  Delete…  ·  Admin →
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   Stephanie supported this idea  ·  Jul 6, 2021

4. Is there a way to change the color of the client sub-folders in Retail Imaging?

   53 votes

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   Planned  ·  4 comments  ·  Redtail Imaging » Files/ Folders  ·  Delete…  ·  Admin →
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   Stephanie commented  ·  Feb 27, 2020  ·  Delete…

   As we use templates to setup a new client and not every client needs all of the template folders it would be nice if the folders that have documents go bold or something so when in the CRM it is easier to see which folders actually have client documents when looking for something.

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   Stephanie supported this idea  ·  Feb 27, 2020