Leo O'Connor Jr
My feedback
113 results found
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105 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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6 votes
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34 votes
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3 votes
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285 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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76 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!
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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!
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33 votes
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6 votes
An error occurred while saving the comment I'd love this so if the servicing and writing advisor are people that don't normally work together I'd be able to find those instances of where the permission fields aren't right. So if Advisor A was servicing advisor and I set them to be the only one to see that client that is fine if they are also the writing advisor. But if Advisor B is the writing advisor then I need to be able to see the contacts where they are writing but not servicing and they aren't permissioned to see the contact so I'd be able to fix that so both Advisor A and B could see the contact.
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17 votes
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15 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!
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57 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!
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45 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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43 votes
An error occurred while saving the comment In SmartOffice this was done by having the important information window pop up when you clicked into a contact (if it was filled out) and you had to dismiss it. This seems like an alternative way to do this.
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46 votes
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110 votes
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3 votes
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6 votes
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6 votes
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98 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 We just put in permissions to prevent advisors from seeing each other's clients but we need permissions to change when advisors are swapped out. This is important because I can't get reports with what the permissions are on each contact and I can't get advanced searches with permissions
When I search Johnson I get not only those with Johnson as a last name but the contacts that live in Johnson City too but when I type in Frank instead of Francis (when Frank is in the nickname) the search is bewildered and gives me to results. Take a page out of other programs and let the default search across all parts of a name and let me have a dropdown next so it so I can search the few other fields like account number or city too without going all the way to advanced search.