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1. RMD Value & Information section

   1,924 votes

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   94 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Kevin Beamon supported this idea  ·  September 18, 2014

2. Option to automatically rollover activity

   1,217 votes

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   47 comments  ·  Redtail CRM » Activities  ·  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!

   Kevin Beamon supported this idea  ·  September 13, 2014
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   Kevin Beamon commented  ·  September 13, 2014  ·  Delete…

   I am shocked that something this simple isn't already in Redtail! User should be able to choose whether any activity, call, etc is automatically rolled over. We should also be able to set default preferences to automatically rollover all calls, all to-do's etc. This should be a very high priority for the next upgrade.

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