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1. Make a "this was a client review" check box in notes and activities

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   6 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Jim Gilbert supported this idea  ·  Jan 3, 2020
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   Jim Gilbert commented  ·  Jan 3, 2020  ·  Delete…

   Great idea! We're using a spread sheet to track reviews since there's no function in RT CRM that really fits our workflow. This would sove that problem. Please implement.

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