My feedback

1 result found

1. Show the Details of the Actions done on the Timeline

   249 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   14 comments  ·  Redtail CRM » Timeline  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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
   Jaycie Vanderbeek commented  ·  Aug 18, 2015  ·  Delete…

   Our office would also like to see documents added to the list of things we can see in the timeline. If Imaging could somehow be integrated with this, the timeline would be more of a "newsfeed," instead of a notes feed. It would be best if you could make the view of the timeline completely customizable (and have it save!) as it seems clear different parts of the CRM are vital to be seen on contact records by different offices.

   Save Submitting...
   Jaycie Vanderbeek supported this idea  ·  Aug 18, 2015