Rick McCallister
My feedback
37 results found
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34 votes
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Rick McCallister
supported this idea
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141 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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Rick McCallister
supported this idea
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79 votes
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Rick McCallister
supported this idea
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108 votes
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Rick McCallister
supported this idea
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1,855 votes
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Rick McCallister
supported this idea
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432 votes
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An error occurred while saving the comment An error occurred while saving the comment
Rick McCallister
commented
This is a real issue, it is way to easy to overlook comments. Even if they're slow to load, we need an option to have them automatically expand - perhaps in preferences. This would need to be a default at the user level so that they always expand to ensure that comments are not missed.
At a minimum, a different color, bold, something to make the fact that comments exist stand out.
Rick McCallister
supported this idea
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Rick McCallister
commented
I was told the comment fields don't display because of speed of loading. Perhaps, but people use this in different ways. I want those comments to be open so I can see them, otherwise is it very easy to miss them. At least give the user an option as to whether comments should be automatically expended or not.
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1,407 votes
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Rick McCallister
supported this idea
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803 votes
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Rick McCallister
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1,985 votes
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Rick McCallister
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334 votes
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Rick McCallister
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886 votes
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Rick McCallister
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736 votes
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Rick McCallister
supported this idea
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251 votes
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Rick McCallister
supported this idea
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103 votes
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Rick McCallister
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Rick McCallister
commented
Agree 100%.
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46 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Rick McCallister
supported this idea
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438 votes
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Rick McCallister
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8 votes
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Rick McCallister
shared this idea
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Threaded notes - it would so helpful to be able to create note threads, kind of like a message board. For example, client calls, we call back, client calls again leaves a more detailed message, etc. If those were all in one thread it would be much easier to follow communication, as opposed to how it is now with multiple separate notes.
Comments are close, but don't quite capture the concept because they're not searchable and certainly are not very visable that there are even comments made to a note.