My feedback

1 result found

1. Billable Time Tracking

   380 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   43 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Anonymous commented  ·  Sep 1, 2017  ·  Delete…

   Add a timekeeper to the contact page that allows us to easily track how much time we spend working with a client. This would serve for advisors to better understand their profitability per client as well as be able to produce the total amount of time spent working on/with a client for a given timeframe

   Save Submitting...
   Anonymous supported this idea  ·  Sep 1, 2017