Garrett Harper
My feedback
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222 votes
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268 votes
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251 votes
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346 votes
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409 votes
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593 votes
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842 votes
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1,217 votes
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1,345 votes
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6 votesGarrett Harper
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195 votes
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10 votes
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344 votes
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379 votes
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5 votes
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28 votes
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An error occurred while saving the comment 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.
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494 votes
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316 votes
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26 votes
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101 votes
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Garrett Harper
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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.