Rebecca H.
My feedback
3 results found
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437 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!
Rebecca H.
supported this idea
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345 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 Rebecca H.
supported this idea
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79 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!
Rebecca H.
supported this idea
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Yes, please add these features, as well as the additional ones mentioned in the comments.
As a new assistant in my office, I am not completely familiar yet with which clients my advisor meets with out of the office and which clients he meets with in the office. I would especially love a "Preferred Meeting Place" field, so that I am better prepared when contacting a client for a meeting.
A notes section, would be immensely helpful as well. Right now, I am logging the review meeting contact history (whether a call was made or email was sent, date of call or email, if a VM was left, etc.) in the general notes section. If I did not have to go back and forth from the notes section to the review section, it would be great.