Mark
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33 votesMark
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729 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!
Mark
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Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder
131 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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Mark
supported this idea
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198 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!
Mark
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29 votesMark
supported this idea
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138 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!
An error occurred while saving the comment Mark
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.
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Mark
supported this idea
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We would like to have a page that shows a holistic picture of the client. Not just investments, but lists all of their insurance policies and face amounts, annual contribution to their 401k and match details, etc. The info wanted would be different for each firm so it would be great if we could edit the drop-downs for that page (firm wide). Then we can quickly access almost all of the info about the client in one place.