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1. Activities saved as draft

   329 votes

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   26 comments  ·  Redtail CRM » Calendar  ·  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!

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   Michele Tomlinson commented  ·  November 16, 2022  ·  Delete…

   Please please please add this feature. It works great for notes but is not available for activities.

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   Michele Tomlinson supported this idea  ·  November 16, 2022

2. custom export udf

   42 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  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!

   Michele Tomlinson supported this idea  ·  July 21, 2022