Becky M
My feedback
13 results found
-
134 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!
Becky M
supported this idea
·
-
332 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!
Becky M
supported this idea
·
-
782 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 -
925 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!
Becky M
supported this idea
·
-
1,371 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!
Becky M
supported this idea
·
-
77 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!
Becky M
supported this idea
·
-
29 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!
-
570 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!
Becky M
supported this idea
·
-
103 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!
Becky M
supported this idea
·
-
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!
An error occurred while saving the comment Becky M
commented
Yes!!! We migrated from another CRM software, so all 1,234 of our initial client records are dated July 7, 2016. In actuality, we had zero new clients on that day. Without being able to edit it, this information is currently pretty worthless to us.
-
97 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!
-
102 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!
Becky M
supported this idea
·
-
1,963 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 Becky M
commented
RMD's are so important, seems like I spend half my life tracking them all. This is my one disappointment (and a huge one) in moving to Redtail from ACT! Was wishing Retail would have had this figured out.
Becky M
supported this idea
·
I actually like the abbreviated box. It's easier to use and you can always go to the 'full' version if necessary. I just wish the default place for the cursor would be the first field on the screen, not the second one. It makes no sense!!