Mike Mosley
My feedback
5 results found
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169 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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1,718 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 Mike Mosley commentedThis is greatly needed.
Mike Mosley supported this idea · -
40 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!
An error occurred while saving the comment Mike Mosley commentedIt would be hugely beneficial for our company if we could add a client's category to the Activities by Contact report. This way we would be able to see how many appointments advisors are keeping with A, AA or AAA clients.
Mike Mosley supported this idea · -
45 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 Mike Mosley commentedThis is a great idea - excellent way to enter walk-in prospects. Should be easy to implement, too.
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15 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Mike Mosley supported this idea ·An error occurred while saving the comment Mike Mosley commentedOur organization tracks number of appointments for our advisors, and the ability to see who created the actual appointment would be hugely beneficial. This information is already available if you open the activity itself, so adding it to the report as a filter-able field should be fairly easy to accomplish.
Could we get a more specific update than "may be planned?" Has it or hasn't it?