Matt
My feedback
76 results found
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14 votes
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!
Matt
supported this idea
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122 votes
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!
Matt
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345 votes
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!
Matt
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437 votes
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!
Matt
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564 votes
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!
Matt
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75 votes
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!
Matt
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97 votes
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!
Matt
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27 votesMatt
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19 votes
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!
Matt
supported this idea
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24 votes
An error occurred while saving the comment Matt
supported this idea
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41 votes
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!
An error occurred while saving the comment Matt
commented
this issues has been our firms single hold back from implementing email archiving.
Matt
supported this idea
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238 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
Matt
supported this idea
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842 votes
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!
Matt
supported this idea
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25 votesMatt
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33 votesMatt
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30 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Matt
commented
The added functionality on Retriever for Cloud is good but I have a concern about the Delete from Redtail option. With this checked off, I understand that activities and contacts deleted in Outlook will sync to Redtail an delete there too. My concern is how easy it can be to delete contacts singly or in bulk from Outlook—intentionally and unintentionally. What safeguards are in place that I wouldn’t lose important contact records in Redtail from this?
Can an additional option be made in Retriever to allow choosing to Delete either Contacts OR Activities so the user to select either or both? Seems less devastating and harder to delete appointments in mass from Outlook than it does to delete Contacts. -
93 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Matt
commented
Andrew--I would love to discuss how you are using OneNote for client file & note organization. Would you like to connect?
Matt
supported this idea
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134 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Matt
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50 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Matt
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21 votes
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!
Matt
supported this idea
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agreed