Jenn
My feedback
65 results found
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729 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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29 votes
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27 votes
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36 votes
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24 votes
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39 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!
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7 votes
An error occurred while saving the comment -
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!
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411 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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49 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!
An error occurred while saving the comment PLEASE shut this auto-creation of the Employer as a contact off. I just did an audit of why so many of our contacts did not have our mandatory fields filled out and holy-cow...its because there are 300 businesses entered unintentionally just because we fill out the employer field regularly. Please make progress on this quickly. As our firm's database coach, its incredibly difficult to keep clean data because of this.
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18 votes
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28 votes
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196 votes
An error occurred while saving the comment Redtail I really hope you work on this soon. My staff is neglecting workflows and this is the reason we've have zero adoption of workflows. It's very challenging to see things through to completion when they are not on your radar. Personally, I'd rater the workflow tasks show up in my "Things to do" like any other tasks. I don't prefer them to be separated. Please put some resources around making this happen!
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167 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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6 votes
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73 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!
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19 votes
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148 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!
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23 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!
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193 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!
I'm baffled that this suggestion was created 2 years ago and there has yet to be a response from Redtail to address it.