Timeline
Love the timeline feature, but I wish each item included the client name as well as what was changed.
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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Naomi Adams commented
It looks like this is an old suggestion, but still very much necessary. In an office of multiple admins and advisors, it is imperative to be able to not only see what was changed, but by whom and when.
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Anonymous commented
I agree with all of the comments below and would like to emphasize the need for the timeline to not only say changes were made but also what those changes were.
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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.
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Angela Locke commented
Please bring back the history capability as it was in Leapfrog! The new format is not as user friendly as it was before
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Leo O'Connor commented
Under timeline It says things like Cient address deleted but when i click on it itll say something vague like went from true to false. Make the timeline something that means something so if i updated the address for someone, when you click in for the details, you will see what the address was and what the address now is. when it says deleted address, tell me the address that was deleted.
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Leah Gill commented
In the previous version, you could see any and all changes to addresses, phone numbers, emails through "history". Now, you can only view history for changes but cannot see if a field (i.e. work address) was completely deleted. The timeline just says that an address was deleted without stating which address or what the address was that got deleted. Is this a compliance issue?