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1. To Do:

   31 votes

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   1 comment  ·  Redtail CRM » Activities  ·  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!

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   Jerry commented  ·  Nov 11, 2020  ·  Delete…

   a Simple note in each client to use for: Ex. Best time to call or Ideas to discuss

   Save Submitting...
   Jerry supported this idea  ·  Nov 11, 2020

2. Allow customization of "Written Agreement Review" types

   169 votes

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   19 comments  ·  Redtail CRM » Contact Record  ·  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!

   Jerry supported this idea  ·  Nov 17, 2016