Josh Womack
My feedback
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78 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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An error occurred while saving the comment Josh Womack
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Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info
58 votesRedtail’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!
Josh Womack
supported this idea
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As a Redtail user, there is one seeming easy edit I would LOVE to see. In the "Contact Details" box for each contact, could you PLEASE show the "Age" and "Years" in the Client Since date, as number with one decimal number??
As in 45.7, instead of 45. For example, right now I have a client that was a client since 11/12/2012. It shows that they have been a client for "2 Years," when it has barely been a year and a half. I always have to double check those dates, as I never know if they have been a client for 1.5 years, or 2.4 years ... and same with the Birthday.
That is one thing that Junxure did, that I loved. I could quickly see if their birthday or client anniversary, or wedding anniversary was quickly approaching, or had just passed.
Any help here would be tremendously appreciated. Thank you!
Josh