Anonymous
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44 votes
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An error occurred while saving the comment Anonymous
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An error occurred while saving the comment Anonymous
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Please add Activity Type and Activity Category to the field options under the Custom Export Template options under "Activities" This will make the reports searchable. I want to be able to focus on the type - Client Reviews, but not see tasks, or calls, etc.
Thank you! -
79 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous
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104 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous
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419 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!
Anonymous
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An error occurred while saving the comment Anonymous
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I couldn't agree more! Trying to determine my next month's clients to call is THE most tedious task I have. It takes so long to figure out when they REALLY came in last, not when they first came in.
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40 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous
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Just adding the activity detail "Category" to your custom export selections would change my life.
Trying to figure out who should be contacted for their next review is my most tedious, time-consuming, and inefficient process. The previous client review activity (in the appointment category) and the frequency (in know your client) should determine the next review. Please add this searchable field to the template list. Thank you!!