My feedback

1 result found

1. Automations: Make the Know your Client Review Date a Trigger Event

   756 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   32 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Anonymous commented  ·  October 25, 2016  ·  Delete…

   Can you please put a note section in when you click on a date in the calendar to schedule a review instead of submitting it and then having to go back in to add a note? I'd like the note section to pop up the first time I am scheduling. Thank you!

   Save Submitting...
   Anonymous supported this idea  ·  October 25, 2016