Traci
My feedback
408 results found
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29 votes
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34 votes
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15 votes
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40 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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22 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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18 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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supported this idea
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80 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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201 votes
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385 votes
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7 votes
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supported this idea
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79 votes
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supported this idea
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47 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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shared this idea
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205 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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28 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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23 votes
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49 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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61 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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51 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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36 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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217 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!
Traci
supported this idea
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Since this supposedly a CRM built for the financial advisor and pretty much all financial advisors have some sort of client review obligation.. I highly advise you actually TALK TO A FINANCIAL ADVISOR to inquire how this feature could be enhanced. This would be a more efficient strategy then just implementing what you assume would be helpful and what is the easist feature to develop.