The Retirement Readiness Institute
My feedback
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1,407 votes
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101 votes
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commented
User implemented import function. My previous CRM has had this function for over 10 yrs. Excel based. It's fully user controlled. It allows you to delete the import if it doesn't look right. It maintains a log of imports to refer back to and retrieve (no pun intended, woof). Columns in excel can be in any order. Headers don't even have to match. It displays whats available in the CRM program, it reads your excel headers and you map it as you see fit. Data type does have to match dates to dates etc. Great feature. But to RT's credit your tech support is the best. Their's was the worst.
The Retirement Readiness Institute
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438 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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The Retirement Readiness Institute
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104 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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The Retirement Readiness Institute
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The Retirement Readiness Institute
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134 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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The Retirement Readiness Institute
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51 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!
The Retirement Readiness Institute
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Membership is my most widely used feature from the left nav bar but it is located below the initial view line where you have to click "more" in the left hand Nav bar to see it. The left Nav bar should have a preference control allowing the user to move their most used items to the top.