Jackie Thompson
My feedback
2 results found
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383 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 Jackie Thompson
supported this idea
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765 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 Jackie Thompson
commented
When you go into the actual client folder to add an activity, you cannot add the description until you save the activity and then open it back up. Then the description box shows up. This makes no sense. You should be able to add notes in the description box from however you open up an activity page. Double work makes no sense.
Jackie Thompson
supported this idea
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It would be ideal if default view for client activities could be all... Many times items are scheduled years in advance and we have to use custom dates to view. I just want to see everything pending.