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36 votes
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Georgia
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942 votes
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Georgia
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1,261 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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Georgia
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76 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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Georgia
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98 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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Georgia
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303 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!
Georgia
supported this idea
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420 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!
Georgia
supported this idea
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85 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!
Georgia
supported this idea
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27 votes
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155 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Georgia
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790 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Georgia
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511 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Georgia
supported this idea
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It would be nice if steps could be collapsible and expandable. This would be nice to help keep the Today page "Workflow Tasks to do Today" sections easier to follow and understand what needs to be done. We often have multiple appointments in a day and have different workflows for the different types of meetings that take place. Being able to collapse or expand would make it easier to insure all the tasks are being completed for the correct client/appointment.