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  1. 735 votes
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  2. 30 votes
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  3. 36 votes
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  4. 24 votes
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  5. 39 votes
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  6. 7 votes
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    Jenn commented  · 

    I'm baffled that this suggestion was created 2 years ago and there has yet to be a response from Redtail to address it.

    Jenn supported this idea  · 
  7. 35 votes
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  8. 414 votes
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  9. 49 votes
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    Jenn commented  · 

    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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  10. 18 votes
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  11. 28 votes
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  12. 196 votes
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    Jenn commented  · 

    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!

    Jenn supported this idea  · 
  13. 167 votes
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  14. 6 votes
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  15. 73 votes
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  16. 19 votes
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  17. 151 votes
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  18. 23 votes
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  19. 193 votes
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  20. 12 votes
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