Anonymous
My feedback
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47 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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93 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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Anonymous
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97 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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Anonymous
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27 votesAnonymous
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85 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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Anonymous
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An error occurred while saving the comment Anonymous
commented
Please add User initials to the date/timestamp so that we know who put in the notes.
Example = JT, 2019/11/20, 11:38am
I would like to add automation to Activities - when we complete one client check in call, we would like another to automatically schedule the next check-in call 3/4/6 months out based on the activity template used.