Sandra
My feedback
38 results found
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44 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!
Sandra
supported this idea
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106 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!
An error occurred while saving the comment Sandra
supported this idea
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48 votes
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An error occurred while saving the comment Sandra
commented
This would be extremely helpful for our office as well to narrow clients with account values greater than or less than a specified amount in addition to identifying zero balance accounts. Please add feature.
Sandra
supported this idea
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192 votes
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Sandra
supported this idea
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650 votes
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Sandra
supported this idea
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96 votes
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Sandra
supported this idea
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56 votesSandra
supported this idea
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78 votesSandra
supported this idea
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181 votes
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An error occurred while saving the comment Sandra
commented
Our office is also wanting to track this information. And sometimes a contact can have more than one trusted contact listed. Have this feature would be very helpful! Rather than having to create a UDF or such for this kind of thing since it is required. A rough timeline for this feature would be appreciated.
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56 votes
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Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.
34 votesSandra
supported this idea
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348 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!
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43 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
shared this idea
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18 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
shared this idea
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117 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!
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86 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!
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28 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!
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100 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Sandra
commented
This functionality would be extremely time saving in the long run, especially having multiple people emailing using the same subject line for client convenience.
When you recall something mentioned in an email body, but can't quite remember when it was sent much less the title.
Couldn't agree more with everyone's comments. An activity should not be past due if the due date is set for the end of the month or a later date. Just because the start date has passed, doesn't make it a past due item. If the due date isn't even being used, why is it even there