Anonymous
My feedback
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41 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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87 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
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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.
This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
supported this idea
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27 votesAnonymous
supported this idea
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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.
This suggestion is remaining open and can continue to gather votes and comments!
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.