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1. Calandar: Monthly View "At a Glance"

   99 votes

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   1 comment  ·  Redtail CRM » Calendar  ·  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!

   Nancy supported this idea  ·  April 10, 2017

2. Make it possible to change a client's next review date without changing first review date!

   564 votes

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   34 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Nancy supported this idea  ·  January 11, 2017
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   Nancy commented  ·  January 11, 2017  ·  Delete…

   Agreed! We've used UDFs as a work around but if the client review dates were manual and didn't pre-populate or automatically reset we'd be able to use them.

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