Anonymous
My feedback
3 results found
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36 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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An error occurred while saving the comment Anonymous
supported this idea
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386 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 Anonymous
commented
I agree! We use activities for client history and I think it is helpful to always see them without having to click through so many screens.
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42 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!
Anonymous
supported this idea
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Yes!!! or at least have that information pop up if you scroll over the exclamation point instead of having to go into it to view. This section is a great place for information, but I want to see it quickly and easily when a client calls and I have their profile pulled up.