Leo O'Connor Jr
My feedback
113 results found
-
15 votes
-
28 votes
An error occurred while saving the comment -
15 votes
-
6 votes
-
10 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!
-
15 votes
-
117 votes
-
111 votes
-
16 votes
-
24 votes
-
40 votes
-
57 votes
-
7 votes
-
43 votes
This 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!
-
47 votes
This 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!
-
54 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!
-
79 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!
An error occurred while saving the comment It would help to be able to add entities to families and, on occasion, add a contact to more than one family. How I solve Marty's issue myself is to link the client as owner/joint owner so the account appears under more than one contact. Where I want to link it to grantor, beneficiary, and trustees I don't have enough fields to do. (I do that with contacts under membership).
-
292 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!
-
18 votes
-
20 votes
Your family group now means dependents, it might be nice to put in basic info on relatives that are not dependents and you don't want to make separate contacts for (that would have to be relabeled or deleted when the client left). A family tree spot wouldn't be bad.