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1. Option to automatically rollover activity

   1,242 votes

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   49 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!

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   Jason Martin commented  ·  Aug 21, 2019  ·  Delete…

   Also, be able to have an open task list that doesn't make you set a due date for task that you would like to do but doesn't have to been done soon.

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   Jason Martin supported this idea  ·  Aug 21, 2019

2. Workflow - Linked Accounts

   125 votes

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   8 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!

   Jason Martin supported this idea  ·  Aug 14, 2019