Anonymous
My feedback
3 results found
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152 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!
Anonymous supported this idea ·An error occurred while saving the comment -
561 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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1,718 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!
Ideally, each advisor would be able to view only their client reviews on their calendar without having to only give contact permission accessibility to only that one advisor. It'd be nice to have a client review show up and maneuver more like an action.