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6 results found

1. Dates on Open Activities list on client dashboard

   33 votes

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   1 comment  ·  Redtail CRM » Activities  ·  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!

   Anne supported this idea  ·  Jul 22, 2021

2. Show note comments on timeline

   328 votes

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   10 comments  ·  Redtail CRM » Timeline  ·  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!

   Anne supported this idea  ·  Jul 22, 2021

3. Full date display for activities

   62 votes

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   7 comments  ·  Redtail CRM » Activities  ·  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!

   Anne supported this idea  ·  Jul 22, 2021

4. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

   76 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Anne supported this idea  ·  Jul 22, 2021

5. put date on all notes and activities not "today"

   31 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anne shared this idea  ·  Apr 16, 2021

6. Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on

   33 votes

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   1 comment  ·  Redtail CRM » Notes  ·  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!

   Anne shared this idea  ·  Jun 3, 2019