Regina Franz
My feedback
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24 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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Regina Franz
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151 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!
Regina Franz
supported this idea
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132 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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107 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!
Regina Franz
supported this idea
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I would also like to see the TYPE field allow to customize. It's not only Existing or New Business. In some cases we are 'Enhancing the Relationship' or to give more detail on the type of business, it would be nice to add: "Additional Business to Existing Business." Thank you.