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1. Option to view all activities

   383 votes

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   22 comments  ·  Redtail CRM » Activities  ·  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!

   Ashley Hougland supported this idea  ·  October 18, 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!

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   Ashley Hougland commented  ·  October 18, 2017  ·  Delete…

   I agree completely. The first review date should be last review date. Also, in Redtail before we transitioned to Tailwag the Review Date was based on the calendar date not the 1st Monday of the month. I just tried to put a review in for a client and this is annoying. It would be nice just to say review is annually in October. Please allow us the option.

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   Ashley Hougland supported this idea  ·  October 18, 2017