Anonymous
My feedback
18 results found
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74 votes
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Anonymous
supported this idea
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61 votes
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Anonymous
supported this idea
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40 votes
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Anonymous
supported this idea
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78 votes
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111 votes
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Anonymous
supported this idea
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142 votes
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An error occurred while saving the comment Anonymous
commented
Zapier is a great tool, but useless for Redtail users in it's current form. The ability to upload / export more fields, filter those fields, and take other actions such as create notes when something is done in an outside application are required to make it meaningful.
Anonymous
supported this idea
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380 votes
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Anonymous
supported this idea
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913 votes
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An error occurred while saving the comment Anonymous
commented
Any field should be exportable, but the account - related fields are critical to building templates for investment policy statements etc.
Anonymous
supported this idea
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An error occurred while saving the comment Anonymous
commented
We need the ability to export all the data fields available to create things like investment policy statements. For example, we would need to be able to export all the account-related fields so that we can then populate an investment policy statement template. The fields would include the registration, owners, model, etc. along with the risk tolerance fields for the client's record.
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497 votes
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437 votes
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643 votes
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28 votes
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542 votes
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197 votes
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151 votes
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96 votes
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193 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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465 votes
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Need to be able to create notes from Zapier as well. That's the best use for it - do an activity related to a client in another application, and have a note created in Redtail to document it.