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7 results found

1. Create follow up from a note, when adding the note to another activity

   6 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Stephanie Mowers shared this idea  ·  Jul 3, 2024

2. link activity template automatically with note template

   10 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Stephanie Mowers supported this idea  ·  Jul 3, 2024

3. link an existing note to an existing activity

   96 votes

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   9 comments  ·  Redtail CRM » Notes  ·  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 Mowers supported this idea  ·  Jul 3, 2024

4. Add a "TOP" button when scrolling down on pages

   4 votes

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Stephanie Mowers shared this idea  ·  May 21, 2024

5. Delete UDF in Bulk

   50 votes

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   6 comments  ·  Redtail CRM » Bulk Actions  ·  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!

   Stephanie Mowers supported this idea  ·  Jan 9, 2023

6. default accounts tab with orion

   20 votes

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   1 comment  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Stephanie Mowers supported this idea  ·  Jan 9, 2023

7. docusign

   56 votes

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   1 comment  ·  Redtail CRM » Automations  ·  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 Mowers supported this idea  ·  Mar 12, 2020