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4 results found

1. Option to sync Opportunity Close Date and Target Date/Steps of Workflows

   17 votes

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   0 comments  ·  Redtail CRM » Opportunities  ·  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!

   Jordan DeBoer shared this idea  ·  Nov 20, 2018

2. Dynamic Workflow Due Dates

   361 votes

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   15 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Jordan DeBoer supported this idea  ·  Nov 16, 2018

3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

   1,232 votes

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   65 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Jordan DeBoer supported this idea  ·  Nov 16, 2018

4. Make it possible to change a client's next review date without changing first review date!

   552 votes

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   34 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Jordan DeBoer supported this idea  ·  Nov 16, 2018