Shane Thomas
My feedback
7 results found
-
71 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!
Shane Thomas
supported this idea
·
An error occurred while saving the comment -
18 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
Shane Thomas
supported this idea
·
-
66 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
Shane Thomas
supported this idea
·
-
13 votes
An error occurred while saving the comment Shane Thomas
commented
The ability to move documents with a drag-and-drop option vs. the painful move popup window. It is extremely cumbersome to move a document or multiple documents or folders to anyone below a B in the alphabet. And if they are towards the bottom, plan on spending 15-20 minutes of dragging the scroll bar and waiting and waiting and waiting.
If a drag-and-drop isn't available, can the move popup box be bigger, and can the number of clients that show be longer or load faster, or maybe a search box at the top of that move box that lets the end user enter the clients' name to get there faster?
Shane Thomas
supported this idea
·
-
3 votesShane Thomas
shared this idea
·
-
189 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!
Shane Thomas
supported this idea
·
-
98 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!
Shane Thomas
supported this idea
·
This has come up many times, and the "fix" has been to look at Zapper to do it. Why not just allow automations from anything we want? Please add soon!