Kay Williams
My feedback
138 results found
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44 votes
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13 votes
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120 votes
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26 votes
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149 votes
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101 votes
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391 votes
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325 votes
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23 votes
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Kay Williams
supported this idea
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279 votes
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251 votes
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Kay Williams
supported this idea
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19 votes
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Kay Williams
supported this idea
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377 votes
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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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32 votes
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100 votes
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Kay Williams
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124 votes
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Kay Williams
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143 votes
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Kay Williams
supported this idea
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I would suggest it be in the NOTES section or ACTIVITY (like "category) and we select how much time the task took. Ex: I had a task to call Prudential. I had to call them 2X to get the correct information and was out :45 min on first call and :50 min on the 2nd call. So when we have clients that make us do a bunch of work but don't buy any new products, we would have an option to run a search/report that would show our clients that cause "the most headaches". Haaaa.