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1. Activities saved as draft

   332 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  ·  Nov 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  ·  Nov 16, 2022

2. custom export udf

   45 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  ·  Jul 21, 2022