Ryan Lee
My feedback
10 results found
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104 votes
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!
Ryan Lee
supported this idea
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299 votes
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!
Ryan Lee
supported this idea
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368 votes
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!
Ryan Lee
supported this idea
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388 votes
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!
Ryan Lee
supported this idea
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1,990 votes
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!
Ryan Lee
supported this idea
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70 votes
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!
Ryan Lee
supported this idea
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18 votes
An error occurred while saving the comment Ryan Lee
supported this idea
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1 voteRyan Lee
shared this idea
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20 votes
An error occurred while saving the comment Ryan Lee
commented
We used pinned notes in our old CRM quite often for important recurring tasks as well as for important notes we wanted to keep at the top of a client's record. PLEASE implement this feature ASAP.
Ryan Lee
supported this idea
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46 votes
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!
An error occurred while saving the comment Ryan Lee
commented
I see this has been pending for quite some time. This is a critical feature we had with our previous CRM and is the biggest concern we currently have from Redtail. Hoping this can be pushed ahead into development. I'm happy to share our our old CRM tool functioned if it'd help at all. Thank you!
Ryan Lee
supported this idea
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YES! We review in specific sets of months that do not have equal time between. It'd be VERY helpful to be able to select months to review in from a list. Please add this feature!