Jenny Meyer
My feedback
4 results found
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53 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!
Jenny Meyer
supported this idea
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69 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!
Jenny Meyer
supported this idea
·
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86 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!
Jenny Meyer
supported this idea
·
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60 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 Jenny Meyer
commented
It appears that it currently sorts by month - but not correctly. It sees October (10) as a "1" and places these documents above anything loaded in January (2). It completely ignores the year.
I agree that having most recently uploaded documents at the top is the best sort option.
Can this be added to the first level as well. I have multiple advisors that I support and all their client documents are in Redtail Imaging. Would like to know which client belongs to which advisor.
Be nice to add more than one color option since some clients are shared.