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1. Enable ability to filter the data included in Charts on Today's Overview

   44 votes

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   5 comments  ·  Redtail CRM » Today's Overview  ·  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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   Andrea commented  ·  May 29, 2019  ·  Delete…

   I would like to be able to filter out "inactive" clients from these charts!!

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   Andrea supported this idea  ·  May 29, 2019

2. Enable user defined fields to have a customizable order

   127 votes

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   6 comments  ·  Redtail CRM » Contact Record  ·  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!

   Andrea supported this idea  ·  August 23, 2017