Anonymous
My feedback
16 results found
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322 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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134 votes
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762 votes
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Anonymous
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30 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!
Anonymous
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151 votes
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Anonymous
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854 votes
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Anonymous
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197 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous
supported this idea
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54 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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Anonymous
supported this idea
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15 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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Anonymous
shared this idea
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373 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Anonymous
supported this idea
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23 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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18 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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128 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!
Anonymous
supported this idea
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An error occurred while saving the comment Anonymous
commented
Filter "today's birthdays" that show on the dashboard to reflect specific advisor's clients.
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425 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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Anonymous
supported this idea
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428 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!
Anonymous
supported this idea
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15 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!
Anonymous
supported this idea
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I would love this. We utilize so many different instructions in the workflows. Sometimes it would be nice to be able to attach an example, instead of having to convey everything through text.