Jonathan Sard
My feedback
3 results found
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41 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 Jonathan Sard
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62 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!
Jonathan Sard
supported this idea
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An error occurred while saving the comment Jonathan Sard
commented
Add the actual date in the Open Activities Page. The date column lists the day of the week for upcoming activities, but not the actual date. Please add the actual date as well.
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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!
Jonathan Sard
supported this idea
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An error occurred while saving the comment Jonathan Sard
commented
It is now a two step process to create an activity whereas on the old version it was one step. Furthermore, we now have to go to two screens to create a task which is very inefficient. Also, the process of switching tasks to other users/employees is very inefficient compared to the old version.
I agree with this request. We have some contacts in the database that send confidential emails that we do not want any staff/team members to see, but they are clients of the firm that our staff needs to interact with. It would be nice if we could remove access to archived emails by certain redtail users, but only for select clients.