Deavel Wealth Advisors
My feedback
9 results found
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380 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!
Deavel Wealth Advisors
supported this idea
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66 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Deavel Wealth Advisors
supported this idea
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76 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!
Deavel Wealth Advisors
shared this idea
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An error occurred while saving the comment Deavel Wealth Advisors
commented
Even a feature to automatically send a secure email from Imaging (with attachments) would be good for us..
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72 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!
An error occurred while saving the comment Deavel Wealth Advisors
commented
The rest of our organization (8000+ employees) uses Hyland Onbase for document storage. Our practice has made the switch to Imaging because it is much faster, intuitive, etc.. However, we miss being able to share documents automatically without having to download and email.
Another idea is to add a "Send secure email with attachments" feature to Imaging.
An error occurred while saving the comment Deavel Wealth Advisors
commented
Ditto - secure emails if possible
An error occurred while saving the comment Deavel Wealth Advisors
commented
Bumping this comment. Secure emails if possible
Deavel Wealth Advisors
supported this idea
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110 votesDeavel Wealth Advisors
supported this idea
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133 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!
An error occurred while saving the comment Deavel Wealth Advisors
commented
Even better - the ability to (as you say) apply an index to a folder and have it copy down, or the ability to index multiple docs at the same time
Deavel Wealth Advisors
supported this idea
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29 votesDeavel Wealth Advisors
supported this idea
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An error occurred while saving the comment Deavel Wealth Advisors
commented
This is how it works if you view them from CRM, would be great to have this functionality in Imaging too! Maybe a drop-down arrow next to the folder name, so you can either drill down or open the folder.
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463 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!
An error occurred while saving the comment Deavel Wealth Advisors
commented
That would be helpful - we have two brothers who own a business together, but are not technically the same household and are listed as different families
Deavel Wealth Advisors
supported this idea
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192 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!
Deavel Wealth Advisors
supported this idea
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Great! Please keep us posted