Ellie Haylund
My feedback
4 results found
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235 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 Ellie Haylund
supported this idea
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16 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!
Ellie Haylund
supported this idea
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An error occurred while saving the comment Ellie Haylund
commented
I find this particularly important when it comes to contact filtering and reporting. It is very tedious to always have to add a filter/perform an extra step to sift out my Closed clients. I would love it if there was the option to opt out of including them by default (perhaps a toggle). This would save a ton of hassle and avoid accidentally lumping in irrelevant contacts when gathering data.
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6 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!
Ellie Haylund
supported this idea
·
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104 votes
An error occurred while saving the comment Ellie Haylund
commented
This would be a huge time saver! I prefer to select people from the dropdown, rather than press Enter and visit a new page to find my clients.
Ellie Haylund
supported this idea
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This would be very helpful for my team. We run reports live during meetings and it is inefficient to set the filters from scratch each time. A variation on QuickLists would be ideal.