Kay Williams
My feedback
67 results found
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104 votes
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394 votes
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328 votes
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285 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!
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254 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!
Kay Williams
supported this idea
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380 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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35 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!
I would suggest it be in the NOTES section or ACTIVITY (like "category) and we select how much time the task took. Ex: I had a task to call Prudential. I had to call them 2X to get the correct information and was out :45 min on first call and :50 min on the 2nd call. So when we have clients that make us do a bunch of work but don't buy any new products, we would have an option to run a search/report that would show our clients that cause "the most headaches". Haaaa.