Michael C.
My feedback
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98 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Michael C.
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82 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!
Michael C.
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186 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!
Michael C.
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56 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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An error occurred while saving the comment Michael C.
commented
Agreed with both comments. PLEASE add the ability to specify options like first or last business day of a month or a way to schedule an event that occurs the first two business days of every month.
Michael C.
supported this idea
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536 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!
Michael C.
supported this idea
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I can't agree enough with this - Roles are a key feature of scalable workflows yet they are hidden at least two clicks off the main page in possibly the most out-of-the-way place possible on a contact record when they should be front and center in the Contact Details section. Please move them there, and ideally offer the ability to fill in all 3 at once based on pre-defined teams (with the option to edit individuals as needed).