Paul Sharkey
My feedback
24 results found
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36 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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14 votesPaul Sharkey supported this idea ·
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1,217 votes
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6 votesPaul Sharkey shared this idea ·
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37 votes
An error occurred while saving the comment Paul Sharkey supported this idea · -
167 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!
Paul Sharkey supported this idea · -
542 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Paul Sharkey supported this idea · -
235 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!
Paul Sharkey supported this idea · -
36 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Paul Sharkey supported this idea · -
64 votes
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63 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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30 votes
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An error occurred while saving the comment Paul Sharkey commentedYes - please add an "is not empty" sort of operand.
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135 votes
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49 votes
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An error occurred while saving the comment Paul Sharkey commentedSince Redtail data = Paperwork data, this would provide nice lift to our firms that use Redtail.
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69 votes
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76 votes
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An error occurred while saving the comment Paul Sharkey commentedYes, this is needed to manage the data in growing firms that want to use your workflows!
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45 votes
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38 votes
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An error occurred while saving the comment Paul Sharkey commentedI've had multiple 1st Global firms ask about why address changes or email changes from the Today's timeline view does not show the contact name or no way to click and get to the contact. This is very helpful for CPA Wealth Management firms that have to keep tax/accounting databases up to date.
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1,253 votes
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An error occurred while saving the comment Paul Sharkey commentedWould be nice if there was a preference at the database level as to whether or not the next date automatically updates. We have about 150 firms using Redtail and the ones that use the review feature are pretty split on this.
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564 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!
Paul Sharkey supported this idea ·An error occurred while saving the comment Paul Sharkey commentedWould be nice if there was a preference at the database level as to whether or not the next date automatically updates. We have about 150 firms using Redtail and the ones that use the review feature are pretty split on this.
Similar to this - On Event (Complete Workflow Task) ; Do This (New Activity from Template) ; If Any/All conditions True (Task X is completed).
That would be SO awesome.