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1. Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page

   20 votes

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   1 comment  ·  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!

   Bobbie shared this idea  ·  Nov 28, 2017

2. Create a Client Review at the Household Level

   114 votes

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   6 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Bobbie shared this idea  ·  Nov 7, 2017