chad centorbi
My feedback
15 results found
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194 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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chad centorbi
supported this idea
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134 votes
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chad centorbi
supported this idea
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74 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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chad centorbi
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248 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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901 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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chad centorbi
supported this idea
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49 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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chad centorbi
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338 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment chad centorbi
supported this idea
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41 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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chad centorbi
supported this idea
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47 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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chad centorbi
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457 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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chad centorbi
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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!
chad centorbi
supported this idea
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An error occurred while saving the comment chad centorbi
commented
I think this would be a major benefit to all user. I know it would take quite a bit of work. I think what would be a giant step forward would be to allow us to add additional types to the opportunities or Just allow a few UDF to the opportunities. I current use a spreadsheet that I export the data from redtail and then run a few macros for my forecasting of revenue. It isnt perfect but serves the purpose till this functionality is available. If we had the UDF in opportunities and would allow us custom types this would be a major benefit.
The big one i am hoping comes soon is the additional opportunity types.
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127 votes
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An error occurred while saving the comment chad centorbi
commented
the status shows as planned is there an estimated release date for this feature.
thanks
chad centorbi
supported this idea
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1,199 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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chad centorbi
supported this idea
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359 votes
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chad centorbi
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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.
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chad centorbi
supported this idea
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I think this would be a major benefit to all users. Although it is currentl helpful to have types as a field in opportunites. the fields chosen do not current work for most advisors. we tend to have more than 2 types of opportunites. Even if you didnt allow each user to customize just adding a few more fileds would be a major benfit for us. For instance it could be (Annuity, Life, Investments, Financial Planning). This would allow all users to better segment there opportunites.