Stephanie
My feedback
5 results found
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6 votesStephanie shared this idea ·
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155 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!
Stephanie supported this idea · -
27 votesStephanie supported this idea ·
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53 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 Stephanie supported this idea · -
147 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!
Stephanie supported this idea ·
As we use templates to setup a new client and not every client needs all of the template folders it would be nice if the folders that have documents go bold or something so when in the CRM it is easier to see which folders actually have client documents when looking for something.