Anonymous
My feedback
4 results found
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1,253 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 Anonymous
supported this idea
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1,217 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
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47 votes
This 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 Anonymous
commented
It's great to have account data feeds right in each of my clients, but I need to make a greater differentiation for the accounts. Nicknaming would allow me to do this, and have a quick visual reference when I'm speaking to a client - rather then to have to reference another file or document to see what wholesaler each account number is held with. I need to do this by client as a minimum. Ideally, I could do this on a broader scale for each wholesaler, as the feed comes in, and it would show in the client accounts area.
Anonymous
supported this idea
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1,924 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!
Anonymous
supported this idea
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VERY VERY SERIOUS ISSUE!!!
we need to see these right away. pop-ups on the dashboard & definitely in the client/contact record for approaching/overdue review would be awesome.