Andrew Barnes
My feedback
3 results found
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126 votes
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!
An error occurred while saving the comment Andrew Barnes
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56 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!
Andrew Barnes
supported this idea
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An error occurred while saving the comment Andrew Barnes
commented
I agree! We need to be able to repeat activities on say the 5th business day of the month.
Trying to get a similar result using the "Repeat on the Second Monday" has a daily range between the 8th (if the month starts on Monday) to the 14th (if the month starts on Tuesday). That is a range of 7 days, or about 25% of the month.
That doesn't give our scheduling for recurring tasks a lot of accuracy.
Scheduling by business day would help a ton! Thanks!
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102 votes
Redtail has read this 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!
Andrew Barnes
supported this idea
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An error occurred while saving the comment Andrew Barnes
commented
I agree...this is absolutely needed to accurately setup Joint, Trust, Custodial, and any other account types that involve more than one person.
Second! We should be able to link as many contacts as we need to during the creation phase of the activity.
Otherwise, any automations that run due to an activity creation does not appropriately link to all desired contacts, only the first contact we link because we are limited to linking one contact during the initial activity creation.
Let's add the capability to add multiple contacts DURING the activity creation phase.