Anonymous
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6 votesAnonymous
shared this idea
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23 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!
Anonymous
supported this idea
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200 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!
An error occurred while saving the comment Anonymous
supported this idea
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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!
Anonymous
supported this idea
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1,253 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!
Anonymous
supported this idea
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756 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!
Anonymous
supported this idea
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It would be helpful to receive an alert/trigger for a contact that had NO activity during a previous pre-set period of time. For example, if there is NO ACTIVITY for a contact during the previous 12 months, user will be alerted. This will assist with compliance requirement to have some form of contact with client at least once per year.