My feedback

3 results found

1. Add more fields under beneficiaries

   495 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   15 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Joanne Milasus supported this idea  ·  Nov 15, 2016

2. Laserapp - Memberships

   463 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   45 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Joanne Milasus supported this idea  ·  Mar 4, 2013
   An error occurred while saving the comment
   Joanne Milasus commented  ·  Mar 4, 2013  ·  Delete…

   Can we add Maiden Name to the request? It's a field in Retail that does not transfer.

   Save Submitting...

3. Account Risk Tolerance and Time Horizon Fields

   292 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   23 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Joanne Milasus supported this idea  ·  Jan 8, 2013
   An error occurred while saving the comment
   Joanne Milasus commented  ·  Jan 8, 2013  ·  Delete…

   We must use these fields for our Broker Dealer. Adding these two additonal options would be wonderful since they do not match most of our cleints in the three options currently available!

   Save Submitting...