Luke Baumgarten
My feedback
66 results found
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364 votes
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325 votes
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Luke Baumgarten supported this idea · -
383 votes
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462 votes
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Luke Baumgarten supported this idea · -
628 votes
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Luke Baumgarten supported this idea · -
842 votes
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15 votesLuke Baumgarten supported this idea ·
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333 votes
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An error occurred while saving the comment Luke Baumgarten supported this idea · -
346 votes
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15 votesLuke Baumgarten supported this idea ·
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111 votesLuke Baumgarten supported this idea ·
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92 votes
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An error occurred while saving the comment Luke Baumgarten commentedI would suggest using Precisefp @Luke V. It makes it so much easier to do all of that.
An error occurred while saving the comment Luke Baumgarten commentedThis would be a nice feature so then to gather client data we could create a template that would fit all the basic information for a client and upload it. You could then go as far as to create a form on your website (advisor) for the client to complete the form and then upload it into Redtail saving tons of time.
I do feel that this is not too big of a task for you to complete as all it would have to do is match up to the fields you have already in add a new client.
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3 votesLuke Baumgarten shared this idea ·
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50 votes
An error occurred while saving the comment Luke Baumgarten commentedI second this. There also needs to be more data points that can be linked to a contact record.
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120 votes
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An error occurred while saving the comment Luke Baumgarten commentedYou can do what you all are asking, but you would have to do it from the search bar. (search last name, select contacts you want added, choose bulk action, add activity). I know this isn't as effective though.
Luke Baumgarten supported this idea · -
107 votes
An error occurred while saving the comment Luke Baumgarten commentedJanuary 8th, 2016 "Planned"........ Years Later. Leaves me speechless
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466 votes
An error occurred while saving the comment Luke Baumgarten commentedNone of the imaging items have ever been finished. Finish the most important one.
An error occurred while saving the comment Luke Baumgarten commentedHow has this not been completed yet? Its been planned for over a year...
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69 votes
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Luke Baumgarten supported this idea · -
68 votes
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72 votes
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Luke Baumgarten supported this idea ·
Can we please get an update on where this is at?