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15 results found

1. Switching Family Head

   36 votes

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   0 comments  ·  Redtail CRM » Family  ·  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!

   Robyn supported this idea  ·  Feb 11, 2021

2. Additional family options (not in the 'Membership' page)

   79 votes

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   6 comments  ·  Redtail CRM » Family  ·  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!

   Robyn supported this idea  ·  Feb 11, 2021

3. "significant other, fiancee

   59 votes

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   2 comments  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Robyn supported this idea  ·  Feb 11, 2021

4. When adding a note to a client, it would be helpful if there was a prompt to link the note to their spouse.

   36 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Robyn supported this idea  ·  Feb 11, 2021

5. Notes

   144 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Robyn supported this idea  ·  Feb 11, 2021

6. Viewing Notes section

   131 votes

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   2 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Robyn supported this idea  ·  Feb 11, 2021

7. Need to be able to edit notes

   44 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Robyn supported this idea  ·  Feb 11, 2021

8. Add pinned notes to Latest Notes screen.

   96 votes

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   2 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Robyn supported this idea  ·  Feb 11, 2021

9. Please make it so we can REORDER notes and edit the date of them!

   31 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Robyn supported this idea  ·  Feb 11, 2021

10. Link a Contact to a note after it has been Created

    40 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Robyn supported this idea  ·  Feb 11, 2021

11. Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.

    24 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Robyn supported this idea  ·  Dec 3, 2020

12. scheduling reoccurring activities

    20 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Robyn supported this idea  ·  Dec 3, 2020

13. Be able to add a linked note after an activity is completed

    21 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Robyn supported this idea  ·  Dec 3, 2020

14. Linking spousal activities and notes

    15 votes

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    0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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    Robyn shared this idea  ·  Dec 3, 2020

15. Client Review - it would be helpful to be able to add the "last review date"

    75 votes

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    1 comment  ·  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!

    Robyn supported this idea  ·  Apr 21, 2020