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Michael

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Default Permission

    13 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Michael supported this idea  · 

  2. Default Permissions

    4 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Michael supported this idea  · 

  3. **Please don't classify activities as past due until after the end date**

    106 votes
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    11 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Michael commented  · 

    This is a HUGE oversight on development! It makes no sense that something should be classified as "Past Due" based upon the start date. This means that the PAST DUE screen would actually be the work-from screen. I can't believe that this still hasn't been addressed at all. Stop waiting for the vote count to increase (there are almost SIX HUNDRED suggestions relating to Activities....chances are no one will find this suggestion in order to vote for it!

  4. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Michael supported this idea  · 

  5. Add note added as trigger for automations

    77 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Michael supported this idea  · 

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