Marissa Thomas

My feedback

5 results found

  1. 603 votes
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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. 331 votes
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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. 1,280 votes
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  4. 272 votes
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    Marissa Thomas commented  · 

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

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

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