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Garrett Harper

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  1. 222 votes
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    Garrett Harper supported this idea  · 
  2. 268 votes
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  3. 251 votes
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  4. 346 votes
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  5. 412 votes
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  6. 593 votes
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  7. 842 votes
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    Garrett Harper supported this idea  · 
  8. 1,217 votes
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    Garrett Harper supported this idea  · 
  9. 1,345 votes
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    Garrett Harper supported this idea  · 
  10. 6 votes
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  11. 198 votes
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    Garrett Harper supported this idea  · 
  12. 10 votes
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  13. 344 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  · 
  14. 379 votes
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  15. 5 votes
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    Garrett Harper shared this idea  · 
  16. 28 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.

  17. 497 votes
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    Garrett Harper supported this idea  · 
  18. 316 votes
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    Garrett Harper supported this idea  · 
  19. 26 votes
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  20. 101 votes
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    Garrett Harper supported this idea  · 
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