Kelly
My feedback
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8 votesKelly shared this idea ·
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6 votesKelly shared this idea ·
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24 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Kelly supported this idea · -
40 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Kelly supported this idea · -
391 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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210 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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756 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Kelly supported this idea ·An error occurred while saving the comment
I second that we need to be able to put in notes for the client review and to also have an ability to "complete" the activity. I understand "client review" is to prompt/remind us to do the review, but we should have the ability to turn it into an activity, that way we have a record and ability to put in notes. Also, what if you don't get to the review, you can't roll it over....(lands on holiday, out on vacation, business came up need to push forward, etc). I would prefer to update the Client Review feature instead of just telling me to have the client review AND create an activity, this is redundant and a waste of my time.