Anonymous
My feedback
4 results found
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36 votes
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!
Anonymous
supported this idea
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51 votes
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!
Anonymous
supported this idea
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87 votes
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!
An error occurred while saving the comment Anonymous
supported this idea
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329 votes
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!
An error occurred while saving the comment Anonymous
commented
It is rather shocking to me that this was never considered. I just lost a LOT of valuable time trying to recreate a list of things inside a task. and this was not a the first time it happened to me. But it wasn't until i just lost all this data that i called support and learned the ugly truth. I just thought i clicked the wrong thing - when in fact all i did was click in the grey menu column to the left of the notes box.
Anonymous
supported this idea
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Many times my team is asking me as the advisor a question about a task. Many times I have to strongly resist the urge to just send a reply via email to notification. I do not live in Redtail. My day is with clients and on other activities essential to my business. Needless to say its a very busy schedule. If i am not already logged in to RT and even if I am It takes precious time to have to navigate to that activity in clients file and reply. If i send just the email for the more involved tasks that are complicated or just take time to execute I risk oversights and mistakes that could be avoided. Documenting in our business is essential. And so is efficiency, lest we get hasty.