John Litscher
My feedback
4 results found
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98 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 John Litscher
supported this idea
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205 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 John Litscher
commented
It would be nice to have an automation that kicks in upon a change in Client Category (where we store A,B,C ranking of clients). Thanks.
John Litscher
supported this idea
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355 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!
John Litscher
supported this idea
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619 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!
John Litscher
supported this idea
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It would be nice to have more automation features. Specifically I would like one that would notify me if servicing advisor on a client is changed since we work in a group setting. Thanks.