Garrett Harper
My feedback
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216 votes
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265 votes
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248 votes
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343 votes
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406 votes
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590 votes
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831 votes
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1,199 votes
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1,329 votes
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6 votesGarrett Harper
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190 votes
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10 votes
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338 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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485 votes
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314 votes
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26 votes
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98 votes
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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.