My feedback

4 results found

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

   1,855 votes

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   131 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   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!

   Mark Buhrke supported this idea  ·  Dec 5, 2018

2. Billable Time Tracking

   385 votes

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   43 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Mark Buhrke supported this idea  ·  Dec 5, 2018

3. Activity Privacy Options- change default from Everyone or allow users to change default

   102 votes

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   8 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   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
   Mark Buhrke commented  ·  Dec 5, 2018  ·  Delete…

   I agree. It would make life so much easier if the "notify team", "Privacy Options" and "Team" could all be set to a specific default without having to click on "Created and Edit". and why not open the full Activity Details page, including "Description" whenever creating an activity?

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   Mark Buhrke supported this idea  ·  Dec 5, 2018

4. Show note comments on timeline

   334 votes

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   10 comments  ·  Redtail CRM » Timeline  ·  Delete…  ·  Admin →
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   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!

   Mark Buhrke supported this idea  ·  Jan 4, 2017