Sonya
My feedback
26 results found
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542 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 Sonya supported this idea ·An error occurred while saving the comment Sonya commentedI agree! We also would like to be able to merge the clients account info into letters. Like the investment name, account number, balance. etc.
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20 votes
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Sonya shared this idea · -
66 votes
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Sonya supported this idea · -
59 votes
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Sonya supported this idea · -
13 votes
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Sonya supported this idea · -
49 votes
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Sonya supported this idea · -
169 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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Sonya supported this idea · -
20 votes
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Sonya supported this idea · -
14 votes
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Sonya supported this idea · -
148 votes
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Sonya supported this idea · -
16 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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Sonya supported this idea · -
4 votes
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Sonya supported this idea · -
466 votesSonya supported this idea ·
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20 votes
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Sonya supported this idea · -
19 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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Sonya supported this idea · -
65 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Sonya supported this idea · -
47 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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Sonya shared this idea · -
51 votes
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Sonya supported this idea · -
623 votes
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Sonya supported this idea · -
910 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Sonya supported this idea ·
Would be nice to be able use excel as a merge document also.