Tom Patricca
My feedback
1 result found
-
380 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 Tom Patricca
supported this idea
·
Provide a data field to enter time spent working on a client project, and another data field to summarize what was done. There should then be a running total of how much time was spent working with a client. This will help to see how much time we are spending on client projects. Also, as more planners move to a fee base compensation model it will be easier to track and summarize the time for billing purposes and/or when a client questions a service.