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1. Time tracker

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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!

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   Anonymous commented  ·  May 25, 2018  ·  Delete…

   Time Management: It would be helpful if a report could be ran for the time spent on a category. For example, if I create a specific category for working on financial plans and then could pull a report based on the time spent on this category, that would be a great time management tool. I log all the tasks and appointments by type and would like to know the time spent on various items. This would also be great for time management of employees and different positions with a company.

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   Anonymous supported this idea  ·  May 25, 2018