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1. Time tracker

   85 votes

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   5 comments  ·  Redtail CRM » Know Your Client  ·  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!

   Julie supported this idea  ·  March 04, 2024

2. link contact to note after note is posted

   35 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  July 08, 2020

3. Form CRS Tracking at the Contact Level instead of Account Level

   48 votes

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   2 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  July 08, 2020

4. Create an Activity from the Opportunity Tracker

   262 votes

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   25 comments  ·  Redtail CRM » Opportunities  ·  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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   Julie commented  ·  December 14, 2017  ·  Delete…

   When you create an opportunity, write a note, and create an activity from that note, it would be nice then when you're dealing with the activity that the "linked notes" under the activity would still be associated with the opportunity rather than just a note by itself and only showing the association with the activity, when it really should be associated with the Opportunity AND the activity.

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   Julie supported this idea  ·  December 14, 2017