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1. Only one user editing a Task at a time

   26 votes

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   4 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Bethany commented  ·  Sep 28, 2023  ·  Delete…

   Yes, this is a very frustrating problem.

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   Bethany supported this idea  ·  Sep 28, 2023

2. Remove Review Date when Client Status = Terminated

   97 votes

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   1 comment  ·  Redtail CRM » Client Reviews  ·  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!

   Bethany shared this idea  ·  Jun 20, 2013