Garrett Harper
My feedback
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216 votes
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262 votes
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248 votes
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343 votes
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406 votes
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587 votes
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809 votes
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1,187 votes
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1,310 votes
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3,610 votes
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6 votesGarrett Harper
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181 votes
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10 votes
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283 votes
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367 votes
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5 votes
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25 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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483 votes
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311 votes
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23 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.