Traci
My feedback
423 results found
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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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Traci
supported this idea
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23 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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Traci
supported this idea
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44 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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Traci
supported this idea
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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.
This suggestion is remaining open and can continue to gather votes and comments!
Traci
supported this idea
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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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Traci
supported this idea
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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.
This suggestion is remaining open and can continue to gather votes and comments!
Traci
supported this idea
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200 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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1,371 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 An error occurred while saving the comment Traci
commented
This is a significant oversight that has been ignored long enough. Redtail should not be determining how we service a family. Please get feedback from actual financial representative before determining the logic of these features! THIS NEEDS TO ADDRESSED ASAP!
Traci
supported this idea
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An error occurred while saving the comment Traci
commented
There is a section for professional contacts which only gives you options to choose from determined by Redtail, the family section which only gives you options determined by Redtail- so if you need to add a professional contact that does not fit the options given to you or a family that does not fit the options given to you, then you have to put them in memberships. So with that logic, you could potentially have professional contacts in 2 different places AND family members in 2 different places. How does this make sense?? Give us the ability to put ALL professional contacts in 1 place and ALL family relationships in one place!
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1,963 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Traci
commented
Going on 2 years since this suggestion was posted ( ridiculous that this feature has to be "suggested" for a CRM that was supposedly built for advisors ) and so far has collected 1,627 votes and 77 comments but, still no timeline. Meanwhile, several other enhancements have been implemented that generated nominal votes. So confused!!!!
An error occurred while saving the comment Traci
commented
I see Redtail created account templates but included only a portion of the fields needed for the type of policy as well as kept ALL the other fields that have no relevance so it takes up so much screen real estate and has no purpose. Example, why does an IRA account have Face Value, surrender value and annual premium fields- but does not have RMD fields that would actually be useful information to know. Also, why does Term Insurance policies have cash value/surrender value fields when these are not cash accumulating accounts? Remove the fields from account templates that provide no benefit and include the fields hundreds of users on this site have been begging for YEARS!!
Traci
supported this idea
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27 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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Traci
supported this idea
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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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Traci
supported this idea
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46 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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131 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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Traci
supported this idea
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157 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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38 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!
Traci
supported this idea
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21 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!
Traci
supported this idea
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56 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!
Traci
supported this idea
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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!
Traci
supported this idea
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99 votes
Redtail has read this 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!
Traci
supported this idea
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394 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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Here we are, nearing the end of 2019 and this suggestion with over 1K votes is still not implemented and doesn't even have a schedule to be. In the meantime, several other things have that didn't even half the votes as this does... so confused!!!