Anonymous
My feedback
3 results found
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146 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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650 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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1,271 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
commented
Right now the system only lets you see client's who are 90 days past due on their scheduled Annual Review.
Example: if a client's meeting schedule is set for 1/1/15, then they "fall off the list" on 4/1/2016.
It would be wonderful if RT would re-code the Preferences section so we could extend the 90 day setting to 365 day or indefinite. That would create a very easy system for us to see who we haven't reviewed with.
Anonymous
supported this idea
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PLEASE. It was perfect in Leapfrog. As soon as a client called I would just scroll down to the bottom of the profile to see the family/business connections. Please don't make us do additional clicks (which take us out of the main view of important client information).
Add Memberships back to the main contact page.
Thank you