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How can we improve Redtail Technology's CRM?

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Task Rollovers

Tasks and Calls that are "Open" (not completed) should automatically rollover - otherwise they can get lost. As an alternative, allow this to be a choice under user preferences.

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Clifford Ryan shared this idea  ·   ·  Report…  ·  Admin →
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  • Cliff commented  ·   ·  Report

    NEEDED FEATURE!

  • Philip Alford commented  ·   ·  Report

    Please add this feature - its crucial to us using Redtail as a task manager inside client profiles.

  • Benji Nunn commented  ·   ·  Report

    This is so critical for our business. If I add a task in for my contact, then am sick on the due date, the task is going to be forgotten and it will fall through the cracks. Please add this function as it will hurt our business going forward if we change our task management software to Redtail.

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