Julie Armistead
My feedback
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106 votes
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Julie Armistead
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12 votesJulie Armistead
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27 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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19 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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33 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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19 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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79 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Julie Armistead
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79 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Julie Armistead
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258 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!
Julie Armistead
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189 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Julie Armistead
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26 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Julie Armistead
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942 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Julie Armistead
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1,407 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Julie Armistead
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303 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!
Julie Armistead
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An error occurred while saving the comment Julie Armistead
commented
The Model/Strategy is the only field on the detail page that does not transfer to the "Portfolio Summary or Portfolio Detail" reports.
When you go to Reports / UDF Reports / Account User Defined Fields, please add the "Servicing Advisor" as one of the columns displayed. It doesn't tell us who the servicing advisor is. If you send to "search" there is no way to print the report out with the servicing advisor and all information in the UDF.