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Garrett Harper

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  1. 216 votes
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    Garrett Harper supported this idea  · 
  2. 265 votes
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  3. 248 votes
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  4. 343 votes
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  5. 406 votes
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  6. 590 votes
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  7. 831 votes
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    Garrett Harper supported this idea  · 
  8. 1,199 votes
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    Garrett Harper supported this idea  · 
  9. 1,329 votes
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    Garrett Harper supported this idea  · 
  10. 6 votes
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  11. 190 votes
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    Garrett Harper supported this idea  · 
  12. 10 votes
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  13. 338 votes
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    Garrett Harper commented  · 

    Opportunity "type" selection. We do AUM, financial planning, life, disability, etc. It would be very helpful to be able track those totals independently. Right now, most of the "opportunity" seems to only want to track investment accounts.

    Garrett Harper supported this idea  · 
  14. 367 votes
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  15. 5 votes
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    Garrett Harper shared this idea  · 
  16. 25 votes
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    Garrett Harper supported this idea  · 
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    Garrett Harper commented  · 

    Add a link inside a workflow step that brings up a file saved within redtail users account. For example, maybe a step is to send out an email request to a client for up to date statements for a review. Inside that workflow step description would be a hyperlink that would bring up a template email to customize and send to the client.

  17. 485 votes
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    Garrett Harper supported this idea  · 
  18. 314 votes
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    Garrett Harper supported this idea  · 
  19. 26 votes
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  20. 98 votes
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    Garrett Harper supported this idea  · 
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