Wade Johnson
My feedback
4 results found
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539 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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747 votes
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An error occurred while saving the comment Wade Johnson commented
Integrate Know your client Review with actual Activities. Once the adviser has met with the client, enable the last meeting date to be updated.
Wade Johnson supported this idea ·
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61 votes
Wade Johnson supported this idea ·
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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.
This suggestion is remaining open and can continue to gather votes and comments!
Wade Johnson supported this idea ·
1&2 above are very important to us. Word 2003 is a very old format.