Anonymous
My feedback
16 results found
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316 votes
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134 votes
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756 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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148 votes
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Anonymous
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842 votes
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Anonymous
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194 votes
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Anonymous
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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
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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
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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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420 votes
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Anonymous
supported this idea
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417 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.