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Marissa Thomas

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Allow Tasks to be moved between workflow Steps

    599 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Marissa Thomas supported this idea  · 
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    Marissa Thomas commented  · 

    Workflow tasks aren't able to be moved without rescheduling the calendar activity they are linked to. This doesn't allow individuals to manage their own schedules (example: if they want to complete a task for a client review workflow one day after it is assigned, they can't roll it over).

    Similarly, we would like to again have the functionality of editing a single instance of a recurring task without changing every one.

  2. Show note comments on timeline

    328 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Marissa Thomas commented  · 

    I'm sorry - I wasn't very clear.

    I know it is possible to click and view notes comments, this request was to add the comments themselves to the timeline so that you *don't* have to click on every note to see if there is an update.

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Marissa Thomas supported this idea  · 

  4. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Marissa Thomas commented  · 

    Please add this feature and let me know when it's complete. That would be awesome!

  5. Run a Notes report with select notes only

    69 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Marissa Thomas supported this idea  · 

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