Jennifer Falb
My feedback
6 results found
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96 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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101 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 Jennifer Falb
supported this idea
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593 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!
Jennifer Falb
supported this idea
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51 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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Jennifer Falb
supported this idea
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An error occurred while saving the comment Jennifer Falb
commented
When you add an individual to Redtail and you enter their employer. As a result, a "membership" is created The problem is...
1. These memberships are not "editable" under memberships
2. If you delete the employer from the contacts profile and add the membership from the employer page the way you want it..The employer doesn't show under the individuals profile.
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294 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 Jennifer Falb
commented
In reviewing the “Account Reports”, there isn’t much difference between the Portfolio Summary and Portfolio Detail reports. Is it possible to make the Portfolio Detail report truly detailed as the name implies? For example, can it include the following:
• Account Number – Already in report
• Company – Already in report
• Product – Already in report
• Type – Already in report
• Issued On – Already in report
• Owner – Already in report
• Insured - Needed
• Status – Needed
• Coverage Amount – Needed
• Annual Premium – Needed
• Renewal Date – Needed
• Beneficiary Name and Percentage – Needed
• Cash Value – Needed
• Face Value – Needed
• Surrender Value – Needed
• Account Notes - NeededThe Custom Export is not a report. It is just an Excel Spreadsheet.
Jennifer Falb
supported this idea
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19 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!
Jennifer Falb
supported this idea
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When adding a new note or activity, it is laborious to have to select the team that can view an activity or note each time. The viewing permissions should default to the viewing permissions of the contact unless otherwise selected to be different.