Garrett Harper
My feedback
17 results found
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225 votes
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Garrett Harper
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283 votes
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Garrett Harper
supported this idea
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260 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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Garrett Harper
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355 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!
Garrett Harper
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438 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Garrett Harper
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609 votes
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Garrett Harper
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886 votes
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Garrett Harper
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1,261 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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Garrett Harper
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1,407 votes
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Garrett Harper
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201 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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Garrett Harper
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382 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!
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28 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!
Garrett Harper
supported this idea
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511 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Garrett Harper
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340 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!
Garrett Harper
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26 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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Garrett Harper
shared this idea
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105 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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Garrett Harper
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619 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!
Garrett Harper
supported this idea
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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.