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1. Searchable activities on Dashboard/Today's Overview

   76 votes

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   Received  ·  5 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Jody commented  ·  May 30, 2017  ·  Delete…

   It would be VERY helpful to have a "search" option within activities - so I could quickly find a task.

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   Jody supported this idea  ·  May 30, 2017

2. Change First Review to Last Review under Client Review

   452 votes

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   29 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   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!