Joan Runke
My feedback
33 results found
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27 votes
An error occurred while saving the comment Joan Runke
supported this idea
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129 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
Joan Runke
supported this idea
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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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Joan Runke
supported this idea
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33 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!
Joan Runke
supported this idea
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33 votes
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!
Joan Runke
supported this idea
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84 votesJoan Runke
supported this idea
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76 votes
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!
Joan Runke
supported this idea
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An error occurred while saving the comment Joan Runke
commented
This has been a suggestion for Redtail for years. I am continually frustrated in both "Activities" and "Notes" seeing the date as "Last Monday" or "Next Tuesday" instead of the actual date. What does that mean? I contacted Support today to find out that "Last Monday" was actually the Monday of the week I am in, not "last week Monday". Different regions, cultures etc. might describe this date differently. The only real way to know is to actually list the date.
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17 votesJoan Runke
shared this idea
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9 votesJoan Runke
supported this idea
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30 votesJoan Runke
supported this idea
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Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info
58 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Joan Runke
supported this idea
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137 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 Joan Runke
commented
Yes! We need to remove the account balances off this report. Please let us customize.
Joan Runke
supported this idea
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13 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Joan Runke
supported this idea
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18 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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Joan Runke
supported this idea
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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 Joan Runke
commented
When is this going to be implemented? The Review features are really cumbersome and do not reflect the reality of how most offices actually schedule or look at reviews.
An error occurred while saving the comment Joan Runke
commented
Please change the "past due reminders" feature in Tailwag. Right now, if you have a 30, 60, or 90 days past due setting so you can see which client reviews were missed, it also shows clients who already had a review. In the old system, if you set the "first review date" as the actual last review date and put in the next review timeframe (i.e. 6 months) the first review (or actual last review) dropped off the calendar. Now it is impossible to tell which of the client reviews on the "past due" are actually PAST DUE. Setting your preferences "0 days" past due does not solve this problem because you might need to see back 30, 60, or 90 days to see which clients were missed in the review process. In Tailwag, you can't tell which client reviews were updated with a new "first review" (last review) date because they all show up.
Joan Runke
supported this idea
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An error occurred while saving the comment Joan Runke
commented
YES! Please change this in leapfrog. If you miss the review date, you can't really tell when the person was supposed to come in and it's no longer on your review schedule because it was moved to the next time period (next 6 mo. or year).
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315 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!
Joan Runke
supported this idea
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97 votes
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!
Joan Runke
supported this idea
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193 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!
Joan Runke
supported this idea
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437 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 Joan Runke
commented
Please implement this change. In real life, almost no client comes in exactly every 6 months from the very first time they came in for a review. We always set a date 6 months or a year after the client actually comes in for their actual review. There also seems to be a system glitch where the date we are manually putting in as the "first review date", but is actually their "last review date" keeps reverting back. We have had to resort to using the UDF feature now because we cannot trust that the date we are manually entering into the review section is staying there.
Joan Runke
supported this idea
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107 votes
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!
Joan Runke
supported this idea
·
This has been a suggestion for Redtail for years. I am continually frustrated in both "Activities" and "Notes" seeing the date as "Last Monday" or "Next Tuesday" instead of the actual date. What does that mean? I contacted Support today to find out that "Last Monday" was actually the Monday of the week I am in, not "last week Monday". Different regions, cultures etc. might describe this date differently. The only real way to know is to actually list the date.