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Kimberley Harper

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  1. 101 votes
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    Kimberley Harper commented  · 

    I would also like to see the timeline have the ability to link to the activity, view the completed activity, and link to the contact record if there was one assigned.

  2. 431 votes
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    Kimberley Harper supported this idea  · 
  3. 315 votes
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    Kimberley Harper commented  · 

    Is Redtail looking at this? I agree, setting the client review date is very clunky. After selecting 'repeats yearly' and every '1' year for the client, I then have to select the month, and then check mark the box for "Repeats Yearly On' (if this is required then why do I even need to check this?? and then select the first/second/etc. and day of the week. So much work! I like have the option to select the third Wednesday, but why can't it also just be every year on Feb. 27th?

    Kimberley Harper supported this idea  · 
  4. 96 votes
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    Kimberley Harper commented  · 

    I would like to see the 'linked contacts' in a more prominent place on the activity page, and bolded so it is easier to spot when opening an activity.

    Kimberley Harper supported this idea  · 
  5. 101 votes
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    Kimberley Harper supported this idea  · 
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    Kimberley Harper commented  · 

    I agree this would be helpful. I'd also like to set my column preferences so I don't have to add "servicing advisor" after each search.

  6. 910 votes
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    Kimberley Harper commented  · 

    I would really like to see that we could use the 'fullname' criteria in a custom export.

  7. 59 votes
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  8. 841 votes
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  9. 1,250 votes
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    Kimberley Harper commented  · 

    I agree that this is a critical issue that needs to be addressed. Is there any update on a resolution to the review date functionality?

    Kimberley Harper supported this idea  · 
  10. 756 votes
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    Kimberley Harper supported this idea  · 
  11. 1,921 votes
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    Kimberley Harper supported this idea  · 

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