Anonymous
My feedback
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43 votesAnonymous
shared this idea
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78 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!
An error occurred while saving the comment Anonymous
shared this idea
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735 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 Anonymous
commented
In the Redtail/Outlook integration, calendar invites can't be sent to clients. Also, there should be the ability to set up a Webex/Skype call from Redtail, since it can't be done at all if Retriever is set up. If you set up a Webex from Outlook, it doesn't even go out.
Thanks!Anonymous
supported this idea
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599 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!
Anonymous
supported this idea
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Someone just emailed me asking about putting the client age in years and months (78.8 years) so they can see the client's exact age for, example, taking a withdrawal without penalty. They suggested it would be in the Contact Details under the DOB. Thanks!