It would be nice if you could relate a contact to an activity or Note on the timeline.
You cant see related contact in the timeline next to an activity or note. It would be best for the team a contact showed in the timeline for each entry
Anonymous
shared this idea
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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Anonymous
commented
This is a really important feature that is needed. We are a Wealth Management firm, as well as a CPA firm. This would be extremely helpful for our firm to maintain our different databases that are unable to integrate with each other.
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Paul Sharkey
commented
I've had multiple 1st Global firms ask about why address changes or email changes from the Today's timeline view does not show the contact name or no way to click and get to the contact. This is very helpful for CPA Wealth Management firms that have to keep tax/accounting databases up to date.
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I’m wondering why the Contact’s name doesn’t appear next to the changes, additions, etc. on the Today’s Overview Timeline? As the individual who maintains all contacts and information in Redtail, it would be nice to know which contact has been “edited” by a different user.
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Anonymous
commented
This is the biggest complaint from our office so nobody can get a quick view of all the interworkings.
