Operations Manager
My feedback
33 results found
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46 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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20 votes
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16 votes
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34 votes
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110 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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50 votes
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129 votes
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48 votes
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1,217 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment I'll throw my hat into the ring on this suggestion. I have to agree with everyone else if the CRM is supposed to be about accountability. Having tasks and workflows fall off of the dashboard after one day makes no sense. This needs to be applied ASAP over 10 years since it was suggested and it's still not implemented is highly disappointing. I dislike tasks specifically for this non existent feature.
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210 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment The initial request was posted in 2013 and in 2020 internal discussion, I'd like to know where the status is as of 2022. This is an important feature for accountability purposes and a record that everyone can see so that people who say they weren't notified can see they actually were.
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104 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Ok so here we are in 2023 and Redtail still doesn't have this feature. Seriously this has to be a joke. What is the point of adding comments to the note feature if someone can't be notified that a comment exists, especially if someone is asking for an item or an update. This feature needs to be added ASAP, Redtail seems to lag alot on important features and implementing things people need and actually use. Get it togehter ladies and gents.
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1,253 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment This idea was suggested in 2013 and as of 2019 not implemented and as of 2022 still not implemented. Again another huge fail for compliance. Technically the Client Review Report doesn't show reviews in the past and I have had a ticket open on that for at least 8 months. It's unbelievable how long it takes to get issues related to compliance resolved. I'm feeling less confident in using Redtail as they bill themselves as compliance focused. It has been 9 years since this was suggested and still not implemented, I'm shocked.
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27 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 I called RT about this issue, copying in bulk would be helpful AND retaining the actual date of the original not and not treating it as a NEW note would be a boon for compliance purposes. Right now I had to copy over notes for compliance and the date reflected as the date I copied over and NOT the original date of the note. This doesn't make logical sense for compliance. So when I submit my notes it will look like they were made the day I copied them over. I was under the assumption it would be an actual copy. In my humble opinion this is a huge fail for compliance purposes.
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196 votes
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50 votes
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24 votes
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564 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!
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529 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!
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593 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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1,345 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!
Having a past due task stay on the today screen instead of rolling over to the void makes LOGICAL sense, I don't see how this was never the standard. I've moved all of my tasks to Microsoft Tasks simply because they don't remove the past due items and highlight them in red until I complete them. A simple thing Redtail could implement but haven't.