Sandra
My feedback
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49 votes
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17 votes
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17 votesSandra
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50 votes
This 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 Sandra
commented
Our office doesn't even utilize the accounts section because you aren't able to name the accounts. I would make it significantly more convenient, especially if this data was able to sync/export.
Sandra
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138 votes
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Sandra
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48 votes
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An error occurred while saving the comment Sandra
commented
If you could replicate the technique of Microsoft that would be extremely helpful. For example, if two users are in a single document, you can see everyone that has it open and see live changes. Most users appear to add notes directly to an activity description rather than in the "notes" section because it is easier to view and keeps everything in one place rather than individual notes posting to a contact record that might be confusing standing alone. Even just modifying the notes section of an activity and making it more like a comment section that doesn't post to the contact until the activty is complete could possibly resolve this issue.
Sandra
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36 votes
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An error occurred while saving the comment Sandra
commented
Is there any updates on this? It would be very helpful to add "task" notes instead of everything, as Hayley mentioned, jumbled under "step" notes. That way a user could see just the notes under that particular task. Step notes could then be utilized to see all task notes in one spot/pdf. Even labeled as such. For example: clicking on step notes under step 1, would open a pop-up window that listed task 1 notes as a header and then all of it's notes, task 2 as the next header and so forth.
Sandra
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28 votesSandra
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361 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!
Sandra
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52 votes
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Sandra
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141 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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Sandra
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1,261 votes
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Sandra
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1,407 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Sandra
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313 votesSandra
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23 votesSandra
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619 votes
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Sandra
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14 votes
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Sandra
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108 votes
An error occurred while saving the comment Sandra
commented
This would be great and reduce the chances of missing something and being more timely on certain life changing events such as UTMA registrations. Pulling a report for these types of things are as useful.
Sandra
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68 votesSandra
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251 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!
Sandra
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Having automation for when an activity is updated would also be helpful if we update/change the category. For instance, if the category is left off by accident. Updating to the proper category would still kick off a specific workflow.