Amy
My feedback
11 results found
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41 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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Amy
supported this idea
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49 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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Amy
supported this idea
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38 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!
Amy
supported this idea
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13 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!
Amy
supported this idea
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128 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!
Amy
shared this idea
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494 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 Amy
supported this idea
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23 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Amy
supported this idea
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344 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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235 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!
Amy
supported this idea
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An error occurred while saving the comment Amy
commented
I would love to be able to run reports and save them as a "widget" on my today page. For example, I would like to run a report of the workflow tasks for an advisor I manage to my homepage which dynamically updates. When I look on my Today page, I can see what workflow tasks they have due, for example.
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364 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!
Amy
supported this idea
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108 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!
Amy
supported this idea
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Ability to have the closing of a workflow be an automation trigger. For example if a certain worklow is closed I can trigger the creation of a new workflow.