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1. schedule activity for last business day or first business day not just day of the week

   56 votes

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   5 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!

   Daniel supported this idea  ·  Dec 13, 2023

2. Orion Integration Report

   35 votes

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   1 comment  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Daniel commented  ·  Apr 6, 2023  ·  Delete…

   I would like to see the Orion Household ID added as an option in the Custom Export Template.

   This is also the same suggestion as this: https://feedback.redtailtechnology.com/forums/281220-redtail-crm/suggestions/39661744-orion-integration-reporting

   They should be merged.

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   Daniel supported this idea  ·  Apr 6, 2023