Paul Molina
My feedback
12 results found
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39 votesPaul Molina
shared this idea
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210 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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supported this idea
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37 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!
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30 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!
Paul Molina
shared this idea
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82 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!
Paul Molina
supported this idea
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An error occurred while saving the comment Paul Molina
commented
I would also recommend adding an option to notify user after the note is created.
Maybe like an icon of a bell. -
16 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!
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52 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!
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126 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!
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64 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!
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49 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!
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44 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!
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466 votesPaul Molina
supported this idea
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As a User, I'm able to get really detailed in a contact record which I appreciate truly.
I can add licenses on a contact record and there's even a section to add my rep code in advisor details.
But I'm unable to search it. As well as some other fields.
I don't truly understand the logistics of development. I'm hoping to see all fields searchable from the CRM. Their maybe a handful of offices who use retail to the core with some fields unsearchable.