Kimberly Harris
My feedback
3 results found
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30 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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Kimberly Harris
supported this idea
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460 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!
Kimberly Harris
supported this idea
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An error occurred while saving the comment Kimberly Harris
commented
This needs to be fixed ASAP as the Primary address keeps overriding the other addresses that we put into LaserApp to complete the client's paperwork. We need to be able to have both a mailing an physical address in both systems without one overriding/deleting the others. Especially when having both addresses (if two) is a requirement on our paperwork.
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292 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Kimberly Harris
supported this idea
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An error occurred while saving the comment Kimberly Harris
commented
Yes, we absolutely wish ourselves to be able to customize these fields so that we can use them to complete paperwork.
Also, if you add a non-us citizenship to LaserApp it overwrites it with US Citizen whenever you send any updated client information from RedTail to LaserApp. Even if you have "Resident Alien" or "Non-Resident Alien" under the Know Your Client section it still overwrites it with US Citizen. This needs to be fixed.