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1. Billable Time Tracking

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   43 comments  ·  Redtail CRM » Know Your Client  ·  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!

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   Dan commented  ·  January 10, 2018  ·  Delete…

   YES, this is what we need --> "Add a timekeeper to the contact page that allows us to easily track how much time we spend working with a client. This would serve for advisors to better understand their profitability per client as well as be able to produce the total amount of time spent working on/with a client for a given timeframe"

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