CDR
My feedback
3 results found
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463 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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commented
Amen
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1,249 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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commented
Or how about being able to select multiple items and then Rollover all the selected items not just ONE at a time.
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545 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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commented
I agree but a work around is creating conditionals. I create code in MS Word that says if(advisor =X, "email is X", "Y") Hope that helps!
Suzanne and Brian...If I'm trying to fill in a form for the non-head of household and I bring up that form via the head of household I'm then forced to go through the entire form and confirm that I've selected the correct persons information. What should happen is an export to LaserApp should create all entries in LaserApp so I can go to the person I'm wanting to create paperwork for and not worry about having someone elses information on the form. This is definately not an implemented solutions.