Kurt Reif
My feedback
6 results found
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411 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 Kurt Reif supported this idea ·
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359 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!
Kurt Reif supported this idea ·
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31 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!
Kurt Reif 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.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Kurt Reif commented
This would also be great with my Broker Dealer. Now I would know that Joe Smith is head of compliance and Joe Smith Sr is in Suitability.
Kurt Reif shared this idea ·
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136 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 Kurt Reif commented
Previously, we would be able Bulk Add workflows. This worked great when we had 18 client meetings needed to set for August where we have a workflow to partition work. The previous version of Redtail had this feature. Tailwag does not. A new feature, using the drop down box to Add a work flow would be nice. Next to add a Activity... Note.
Kurt Reif supported this idea ·
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367 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!
Kurt Reif supported this idea ·
Can we also make the "Contact Is" their job title?