Traci
My feedback
408 results found
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199 votes
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Traci
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62 votes
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Traci
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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!
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147 votes
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Traci
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432 votes
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61 votes
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Traci
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56 votes
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155 votes
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272 votes
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31 votes
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85 votes
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Traci
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57 votes
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99 votes
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Traci
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39 votes
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Traci
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76 votes
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supported this idea
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886 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Traci
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106 votes
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214 votes
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Traci
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In the Banking Section of Know Your Client, please add a field to list the Name of the Bank Account.
18 votesRedtail’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
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64 votes
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Traci
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Amazing we even have to ask for this but yes, there needs to be significantly more options to pull from for custom exports, especially on the account side. Like benefit amount, premium method, ownership, registration, etc. Without giving us the option to export it or include it in your pre-made reports we basically wasting time entering data that is trapped!