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1. Notes - Click Button to Add to Household

   119 votes

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   7 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!

   Mike Keeler supported this idea  ·  November 29, 2018

2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

   1,253 votes

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   65 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!

   Mike Keeler supported this idea  ·  September 23, 2013
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   Mike Keeler commented  ·  September 23, 2013  ·  Delete…

   Please! This is driving us nuts!

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