Ginger Young
My feedback
3 results found
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42 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!
Ginger Young
supported this idea
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177 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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96 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!
Ginger Young
supported this idea
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Actually, we use the Servicing Advisor and Writing Advisor in our practice, and we like having it where it is on a contact's main page. We are not opposed to seeing the roles listed below the Servicing and Writing Advisor fields, but we definitely do not want them removed from the main page. We are in the middle of two very large book transitions and need to see the Servicing and Writing Advisors at a glance when answering a client phone call to know which advisor services their account. It differs from the Writing advisor about 50% of the time in our firm.