Redtail CRM
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9 results found
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date of linked document
I would like to see the date a document was added in the Linked Documents section. When I go back and need to look at a document, it would help to have the date it was added, so I know which doc is the latest.
1 vote -
Timeline should report on when a workflow is created
Timeline shows when a workflow is updated, but doesn't show when a workflow is created. Activities have creation dates, but workflows do not. Please add this to timeline. I also agree with many of the other workflow/timeline posts here.
3 votes -
Revert Back to Old Redtail Font and Colors
Please revert back to the darker, larger font and colors. The screens are almost all white now, making it harder to differentiate between things. These changes have made it harder to work and focus on specific item, much less be easy to view.
6 votes -
Create a Time Log Box with Start and Stop on Contact Page
Create a Box that has a start/stop timer with dropdown box when you press stop and logs the time that was spent doing a certain activity. A simple "Button" that says "Start"...then it switches to a "stop" button. When you press stop a dialog box pops up and you can say what that time was spent doing either manually or with a template. Then it creates a data log of the time spent in the specific contacts folder.
6 votes -
ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE APRIL 23, 2020 AT 2:30PM
ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE SPECIFIC & ACCURATE.
23 votes -
Show the Details of the Actions done on the Timeline
It would be very handy from a DoL documentation process to add a the ability to see who added notes in the timeline detail so that it easy to find should we get audited
249 votesThe 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!
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Keep formatting on notes in Timeline
I make neat notes with bullet points, but the timeline view takes away the formatting which makes my notes look ridiculous and incredibly hard to read. I format my notes to make them easier to read/make information more accessible. Please give me the option to keep my bullet points/bold font/ etc. in the timeline view.
26 votesRedtail’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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Have the Timeline Link Directly to Acitivities
When I'm checking on the timeline, I can see my coworkers edited an activity, but since it doesn't specify to whom the activity is for, I don't always know where to find it. If I could click the activities in the timeline and have it link directly to the activity page, that would save me a lot of headaches.
16 votesThe 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!
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Show note comments on timeline
Comments on notes should show up on the timeline - they are typically important updates on previous items.
Thanks!
334 votesThe 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!
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