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1. activity created by report

   15 votes

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   1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   ana pena supported this idea  ·  Sep 22, 2015

2. add a new status

   127 votes

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   28 comments  ·  Redtail CRM » Accounts  ·  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!

   ana pena supported this idea  ·  Oct 22, 2015
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   ana pena commented  ·  Aug 25, 2015  ·  Delete…

   To be able to add Account statuses like decline or canceled..

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