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1. Add roles to the main page for a contact

   177 votes

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   12 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!

   steve siders supported this idea  ·  June 11, 2018

2. default values for every field

   101 votes

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   12 comments  ·  Redtail CRM » Automations  ·  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!

   steve siders supported this idea  ·  December 11, 2015
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   steve siders commented  ·  December 11, 2015  ·  Delete…

   I just learned from tech support that an unlimited date range causes problems if users setup repeat activities that "never end" (annual or monthly). That makes sense.

   But I don't like hard coded date range (5 months back & 7 months forward). I would suggest that users be allowed to "edit" the date range using an option that fits their needs (within reason). As an example - I would like to see activities up to 2 months past and 12 months into the future.

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