Becky M
My feedback
20 results found
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134 votes
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Becky M
supported this idea
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329 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Becky M
supported this idea
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765 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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910 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Becky M
supported this idea
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19 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Becky M
supported this idea
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1,345 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Becky M
supported this idea
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12 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Becky M
commented
It is currently possible to change the assigned color for a seminar so that the seminar blocks appear in the designated color on the calendar. However, when you change the status from active to prior, there is no 'complete' color like there is for other activities. The seminars forever hang out there in pink (in our case). We'd LOVE it if the seminars would also change to the completed color.
Becky M
shared this idea
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74 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Becky M
supported this idea
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28 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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9 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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564 votes
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!
Becky M
supported this idea
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100 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Becky M
supported this idea
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115 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Becky M
supported this idea
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20 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Becky M
commented
Yes!!! We migrated from another CRM software, so all 1,234 of our initial client records are dated July 7, 2016. In actuality, we had zero new clients on that day. Without being able to edit it, this information is currently pretty worthless to us.
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315 votes
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!
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97 votes
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!
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15 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Becky M
supported this idea
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102 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Becky M
supported this idea
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33 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Becky M
supported this idea
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1,921 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Becky M
commented
RMD's are so important, seems like I spend half my life tracking them all. This is my one disappointment (and a huge one) in moving to Redtail from ACT! Was wishing Retail would have had this figured out.
Becky M
supported this idea
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I actually like the abbreviated box. It's easier to use and you can always go to the 'full' version if necessary. I just wish the default place for the cursor would be the first field on the screen, not the second one. It makes no sense!!