Anonymous
My feedback
11 results found
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32 votes
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7 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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81 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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24 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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64 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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16 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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23 votesAnonymous
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27 votesAnonymous
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48 votesAnonymous
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9 votesAnonymous
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76 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.