Kimberley Harper
My feedback
11 results found
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101 votes
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431 votes
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315 votes
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An error occurred while saving the comment Kimberley Harper commentedIs Redtail looking at this? I agree, setting the client review date is very clunky. After selecting 'repeats yearly' and every '1' year for the client, I then have to select the month, and then check mark the box for "Repeats Yearly On' (if this is required then why do I even need to check this?? and then select the first/second/etc. and day of the week. So much work! I like have the option to select the third Wednesday, but why can't it also just be every year on Feb. 27th?
Kimberley Harper supported this idea · -
96 votes
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An error occurred while saving the comment Kimberley Harper commentedI would like to see the 'linked contacts' in a more prominent place on the activity page, and bolded so it is easier to spot when opening an activity.
Kimberley Harper supported this idea · -
101 votes
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Kimberley Harper supported this idea ·An error occurred while saving the comment Kimberley Harper commentedI agree this would be helpful. I'd also like to set my column preferences so I don't have to add "servicing advisor" after each search.
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910 votes
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An error occurred while saving the comment Kimberley Harper commentedI would really like to see that we could use the 'fullname' criteria in a custom export.
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59 votes
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841 votes
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1,250 votes
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An error occurred while saving the comment Kimberley Harper commentedI agree that this is a critical issue that needs to be addressed. Is there any update on a resolution to the review date functionality?
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756 votes
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Kimberley Harper supported this idea · -
1,921 votes
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Kimberley Harper supported this idea ·
I would also like to see the timeline have the ability to link to the activity, view the completed activity, and link to the contact record if there was one assigned.