Betty
My feedback
10 results found
-
6 votes
Betty shared this idea ·
-
1 vote
Betty shared this idea ·
-
35 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!
Betty supported this idea ·
An error occurred while saving the comment -
21 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!
Betty supported this idea ·
-
1,327 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!
Betty supported this idea ·
-
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!
Betty supported this idea ·
-
41 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!
An error occurred while saving the comment Betty commented
This will greatly improve our efficiency when we move the information to laser app especially with more of us using esignature capabilities for client signatures on forms. So if we have a client opening say 4 IRAs we don't have time type beneficiary info say 4 different time we can just pull them into the laser app from with name, ss# and date of birth. It would also be helpful to have the ability to add siblings in the family section too because of single people who don't have children oftne name their siblings.
Betty supported this idea ·
-
70 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!
Betty supported this idea ·
An error occurred while saving the comment Betty commented
Including Tag Groups
-
87 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!
Betty supported this idea ·
-
411 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!
One column we would find helpful to include would be client status as that would help our staff prioritze work by our internally defined client status say if that's A, B, C staff would know to prioritize tasks for A clients over C clients