Leo O'Connor Jr
My feedback
176 results found
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10 votes
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169 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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13 votes
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39 votes
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50 votes
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An error occurred while saving the comment An error occurred while saving the comment While I am thankful that I can get notifications for things like when activities change but I feel the notification is not specific enough. I would like to see what exactly has changed so if it go rescheduled says it used to be November 18th, now it says November 20th, as well as who made the change. If the notification is for a newly inputted activity make sure that it says that it is a new activity and again, say who added that activity. If I get two notifications, both about a staff meeting, the first one says it is added to my calendar and the second one, well unless I actually remember all the details about the meeting as it was first recorded, I won't be able to tell why I am getting the second notification to know what about the staff meeting was changed, just that something was.
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48 votes
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14 votes
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12 votes
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An error occurred while saving the comment Exactly!!! Still an issue!
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36 votes
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36 votes
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An error occurred while saving the comment I agree. On some activities instead of me adding one by one each of the 10 people in our office I'd like to be able to add our 'Everyone' Team to save me time.
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22 votes
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50 votes
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49 votes
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86 votes
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56 votes
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56 votes
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122 votes
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An error occurred while saving the comment I have workflows that trigger when new accounts are added to the system. I'd appreciate if that account number was included in the workflow it triggered.
PS - would also like triggers based on new account types (but currently, by the time you add a proper account type, the account is no longer new. maybe let us put in a description before linking?)
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333 votes
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15 votes
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130 votes
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This needs to read who changed the activity as well.