Brett Sutherland
My feedback
23 results found
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4 votes
Brett Sutherland shared this idea ·
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12 votes
An error occurred while saving the comment Brett Sutherland supported this idea ·
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13 votes
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Brett Sutherland supported this idea ·
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37 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Brett Sutherland supported this idea ·
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70 votes
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Brett Sutherland supported this idea ·
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364 votes
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Brett Sutherland supported this idea ·
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18 votes
Brett Sutherland shared this idea ·
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64 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!
Brett Sutherland supported this idea ·
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374 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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Brett Sutherland supported this idea ·
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536 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!
Brett Sutherland supported this idea ·
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756 votes
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Brett Sutherland supported this idea ·
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1,183 votes
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Brett Sutherland supported this idea ·
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3,604 votes
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Brett Sutherland supported this idea ·
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235 votes
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Brett Sutherland supported this idea ·
An error occurred while saving the comment Brett Sutherland commented
I'll add my votes. Every day I have to create the exact same filter for a specific report. It would be nice to have a "quicklist" feature for reports. Thanks.
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207 votes
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128 votes
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An error occurred while saving the comment Brett Sutherland commented
Ditto.
Brett Sutherland supported this idea ·
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722 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!
Brett Sutherland supported this idea ·
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143 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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Brett Sutherland supported this idea ·
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167 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!
Brett Sutherland supported this idea ·
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248 votes
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Brett Sutherland supported this idea ·
An error occurred while saving the comment Brett Sutherland commented
Triggers for reports would be great as well. It would be nice to have a birthday report emailed every month on a specific day to a specific user.
I see a lot of old accounts from previous advisors in the branch. The balance on the today screen is useless without a way to filter or bulk change agent