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25 results found

1. Link email to notes/activities

   654 votes

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   25 comments  ·  Redtail CRM » Email  ·  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!

   Janelle Bergstrom supported this idea  ·  Dec 16, 2020

2. email history default to note: email received or email sent

   153 votes

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   13 comments  ·  Redtail CRM » Email  ·  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!

   Janelle Bergstrom supported this idea  ·  Dec 16, 2020

3. Add Latest CRS Delivery to the Know Your Client Tab

   78 votes

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   3 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Janelle Bergstrom supported this idea  ·  Aug 11, 2020

4. Allow for chosing colored text in activities and notes, and provide spellcheck.

   22 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Janelle Bergstrom supported this idea  ·  Aug 10, 2020

5. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

   90 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Janelle Bergstrom supported this idea  ·  Aug 10, 2020

6. Highlighting text feature

   34 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Janelle Bergstrom supported this idea  ·  Aug 10, 2020

7. 'Complete' Client Reviews

   36 votes

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   0 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Janelle Bergstrom supported this idea  ·  Aug 10, 2020

8. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

   242 votes

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   22 comments  ·  Redtail CRM » Accounts  ·  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!

   Janelle Bergstrom supported this idea  ·  Jul 29, 2020

9. Add more fields under beneficiaries

   495 votes

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   15 comments  ·  Redtail CRM » Accounts  ·  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!

   Janelle Bergstrom supported this idea  ·  Jul 29, 2020

10. link contact to note after note is posted

    38 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Janelle Bergstrom supported this idea  ·  Jul 24, 2020

11. link an existing note to an existing activity

    96 votes

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    9 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Janelle Bergstrom supported this idea  ·  Jul 24, 2020

12. Activities saved as draft

    332 votes

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    26 comments  ·  Redtail CRM » Calendar  ·  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!

    Janelle Bergstrom supported this idea  ·  Jul 24, 2020

13. Add Revenue to the Opportunities dashboard and reports

    382 votes

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    42 comments  ·  Redtail CRM » Opportunities  ·  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!

    Janelle Bergstrom supported this idea  ·  Jul 24, 2020

14. Option to view all activities

    389 votes

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    22 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    Janelle Bergstrom supported this idea  ·  Jul 24, 2020

15. When creating new activity, give users the option to make the "more details page" the default.

    789 votes

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    65 comments  ·  Redtail CRM » Activities  ·  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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    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!

    Janelle Bergstrom supported this idea  ·  Jul 24, 2020

16. filter notes by user in contact

    25 votes

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    3 comments  ·  Redtail CRM » Contact Record  ·  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!

    Janelle Bergstrom supported this idea  ·  Jul 23, 2020

17. Show note comments on timeline

    331 votes

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    10 comments  ·  Redtail CRM » Timeline  ·  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!

    Janelle Bergstrom supported this idea  ·  Jul 22, 2020

18. Print Full Activity Details, Including Linked Notes

    27 votes

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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
    How important is this to you?

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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!

    An error occurred while saving the comment
    Janelle Bergstrom commented  ·  Jul 19, 2020  ·  Delete…

    Yes! It would be very helpful when printing an activity to include all the linked notes - that way everything related to the appointment is right there in printed form.

    Save Submitting...

19. Add Contact Name to Notification Subject Line

    90 votes

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    12 comments  ·  Redtail CRM » Notifications  ·  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!

    Janelle Bergstrom supported this idea  ·  Jul 15, 2020

20. Include Activity subject in email subject line

    43 votes

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    1 comment  ·  Redtail CRM » Notifications  ·  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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    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!

    Janelle Bergstrom supported this idea  ·  Jul 15, 2020