Jim McCarthy
My feedback
3 results found
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79 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!
Jim McCarthy
supported this idea
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234 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!
An error occurred while saving the comment Jim McCarthy
supported this idea
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184 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Jim McCarthy
commented
Agreed. Account #s are not descriptive enough. Also, the account type defaults to Other for all types. You get both account name and correct account type from Albridge - see View Feed Details. It makes no sense that you can't pick up those fields
Jim McCarthy
supported this idea
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I am the Advisor, I have an Assoc Advisor and a Client Service person on staff. I also have a ParaPlanner who does all my basic planning work. I also have a Marketing person on staff.
It would be very helpful to have the ability to add additional Roles, other than just Advisor, Assoc Advisor, CSA