Luke Baumgarten
My feedback
66 results found
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361 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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325 votes
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377 votes
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453 votes
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617 votes
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831 votes
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15 votes
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312 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!
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343 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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15 votes
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111 votes
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92 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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An error occurred while saving the comment I would suggest using Precisefp @Luke V. It makes it so much easier to do all of that.
An error occurred while saving the comment This would be a nice feature so then to gather client data we could create a template that would fit all the basic information for a client and upload it. You could then go as far as to create a form on your website (advisor) for the client to complete the form and then upload it into Redtail saving tons of time.
I do feel that this is not too big of a task for you to complete as all it would have to do is match up to the fields you have already in add a new client.
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3 votes
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50 votes
An error occurred while saving the comment I second this. There also needs to be more data points that can be linked to a contact record.
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117 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 You can do what you all are asking, but you would have to do it from the search bar. (search last name, select contacts you want added, choose bulk action, add activity). I know this isn't as effective though.
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107 votes
An error occurred while saving the comment January 8th, 2016 "Planned"........ Years Later. Leaves me speechless
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466 votes
An error occurred while saving the comment None of the imaging items have ever been finished. Finish the most important one.
An error occurred while saving the comment How has this not been completed yet? Its been planned for over a year...
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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!
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68 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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69 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Can we please get an update on where this is at?