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1. Searchable activities on Dashboard/Today's Overview

   75 votes

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   Received  ·  3 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

   437 votes

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   27 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!

3. schedule workflow tasks on calendar to specific block of time

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   0 comments  ·  Redtail CRM » Know Your Client  ·  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!

   Jody supported this idea  ·  October 03, 2016