Lisa
My feedback
24 results found
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55 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!
Lisa
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19 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!
Lisa
supported this idea
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Lisa
shared this idea
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9 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 Lisa
shared this idea
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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.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Lisa
commented
It would be wonderful to have a billing timer in Redtail - or at least one that integrates well. "one hour on Jones task A, 30 min on Smith task b" etc.
Lisa
supported this idea
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I tried creating a custom export, but that's an ugly Excel sheet & needs a ton of massaging before putting it in front of the client to approve. The layout of the Contact Detail Report is good, it just needs to include all the information, not just part of it.