Liza Firmin
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19 votesLiza Firmin
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87 votesLiza Firmin
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25 votesLiza Firmin
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6 votesLiza Firmin
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34 votesLiza Firmin
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12 votesLiza Firmin
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140 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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1,964 votes
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9 votesLiza Firmin
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50 votes
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41 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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In the Banking Section of Know Your Client, please add a field to list the Name of the Bank Account.
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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654 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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149 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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265 votes
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332 votes
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Liza Firmin
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373 votes
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Liza Firmin
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1,374 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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153 votes
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349 votes
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Liza Firmin
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When you link an opportunity to a contact, the notes should sync up with one another, but they don't, so you have to search between the specific opportunity (if you remember which opportunity it was noted in) and the contact to find the note you're looking for. Depending on the opportunity/client, you may have to search opportunity by opportunity to find a specific note where maybe a "one off" concept was discussed. Right now we are having to create duplicate notes. One in the contact record and One in the opportunity record to make sure "down the road" we can easily retrieve information if we needed to conduct a generic search to find something. Would be nice to be able to enter one note in the opportunity record and be able to retrieve that note in the contact record's note log.