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Garrett Harper

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  1. 216 votes
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    Garrett Harper supported this idea  · 
  2. 262 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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    Garrett Harper supported this idea  · 
  6. 587 votes
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  7. 809 votes
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    Garrett Harper supported this idea  · 
  8. 1,187 votes
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  9. 1,310 votes
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    Garrett Harper supported this idea  · 
  10. 3,610 votes
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    Garrett Harper supported this idea  · 
  11. 6 votes
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  12. 181 votes
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    Garrett Harper supported this idea  · 
  13. 10 votes
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  14. 283 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  · 
  15. 367 votes
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  16. 5 votes
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    Garrett Harper shared this idea  · 
  17. 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.

  18. 483 votes
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    Garrett Harper supported this idea  · 
  19. 311 votes
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    Garrett Harper supported this idea  · 
  20. 23 votes
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    Garrett Harper shared this idea  · 
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