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3 results found

1. Opportunity Final Stage Modification

   101 votes

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   7 comments  ·  Redtail CRM » Opportunities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Kim Lockwood supported this idea  ·  November 17, 2016

2. Billable Time Tracking

   377 votes

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   43 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Kim Lockwood supported this idea  ·  June 29, 2016
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   Kim Lockwood commented  ·  June 29, 2016  ·  Delete…

   Create a billing system to include steps such as:
   Sent invoice to client for $$ for XX Services on XX/XX/XX
   Received check $$ from client XX/XX/XX
   Sent check to $$ bookkeeper on XX/XX/XX
   Check deposit $$ confirmed on XX/XX/XX

   Save Submitting...

3. Is it possible the have the team notify option saved in the activity. Currently we have to remember to notify teams and individuals each tim

   38 votes

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   6 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   An error occurred while saving the comment
   Kim Lockwood commented  ·  February 09, 2016  ·  Delete…

   Each time that you update an activity, the Notify Team does not automatically display the next time that you open the activity. It would be helpful to have the option to save the Notify Team so that you do not have to choose it each time that you update the activity.

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   Kim Lockwood supported this idea  ·  February 09, 2016