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1. Option to automatically rollover activity

   1,239 votes

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   49 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!

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   Kaylee Smith commented  ·  Mar 16, 2022  ·  Delete…

   Can we get an update on this? This is a really good suggestion, and seems like it would be very helpful for many different companies. This was suggested 10 years ago and the last response on Redtail's end was over two years ago.

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   Kaylee Smith supported this idea  ·  Mar 16, 2022

2. filter activity by category

   28 votes

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Kaylee Smith supported this idea  ·  Mar 16, 2022

3. Add a "Team" option when assigning new Tasks/Activities

   35 votes

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   2 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Kaylee Smith supported this idea  ·  Mar 16, 2022

4. Activity Pinning

   8 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Kaylee Smith shared this idea  ·  Mar 16, 2022