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23 results found

1. Billable Time Tracking

   385 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!

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   Suzanne Rodriguez commented  ·  Jun 21, 2013  ·  Delete…

   Tag them

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2. Automation templates & recurring workflows

   547 votes

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   17 comments  ·  Redtail CRM » Automations  ·  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!

   Suzanne Rodriguez supported this idea  ·  Feb 12, 2013

3. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

   49 votes

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   2 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Suzanne Rodriguez supported this idea  ·  Feb 20, 2013
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   Suzanne Rodriguez commented  ·  May 9, 2012  ·  Delete…

   I agree! I am currently just putting that in important information, but sometimes that section gets a little bulky if you have a lot of info there.

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