Anonymous
My feedback
45 results found
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268 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 Anonymous
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13 votesAnonymous
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10 votesAnonymous
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37 votesAnonymous
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593 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 Anonymous
commented
This is so annoying and time consuming that this is not a feature, yet it seems SO BASIC...
Also, wow. Suggested nearly FIVE years ago, RedTail responded THREE years later. At this time there's been 542 votes, 37 comments. They just made some workflow updates and this was not a part of it!?
I'm becoming jaded with this suggestion feature looking at this suggestion's (and a few others) history. I can't imagine how overwhelming reviewing all these suggestions can be...but honestly, how the heck are you guys prioritizing these?
Anonymous
supported this idea
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346 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!
Anonymous
supported this idea
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65 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!
Anonymous
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108 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 Anonymous
commented
I was about to add almost the same exact idea. Most of the time our clients will have the same beneficiaries for their multiple accounts, so having to enter this info in for each account is cumbersome. I was thinking more to have a bene field like the "important info" on the main contact page or something like that. We definitely need to be able to allow listing of multiple beneficiaries. And we need more fields for bene's (as listed above) which should also include the account that bene is linked to.
Anonymous
supported this idea
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492 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!
Anonymous
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9 votesAnonymous
shared this idea
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1,924 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!
Anonymous
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7 votesAnonymous
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12 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 Anonymous
commented
I think that we are going to try using tag groups for now to get around this and get what we need but I do not like that the info we'll be listing is not as much in view as the categories are. PLEASE also allow us to use MULTIPLE sub categories if you are going to do this. We would plan to use the sub categories to list things like "financial plan" "SIMPLE" "insurance" etc so it IS possible for clients to have multiple of these. Otherwise, if this is not an option then maybe allowing us to just choose multiple categories that could work too. Also, we would very much like to see these sub categories on the memberships screen.
Anonymous
supported this idea
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13 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!
Anonymous
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130 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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Anonymous
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16 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 Anonymous
commented
Yes please to this! This drives our advisor crazy that he can't easily view a client's risk #. We're still new to RT and we honestly thought the integration wasn't working at first because we couldn't see where the information was showing up on the client's contact page! Should be somewhere right at the top and always visible.
Anonymous
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12 votesAnonymous
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4 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!
Anonymous
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9 votesAnonymous
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143 votesAnonymous
supported this idea
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The trigger event options are seriously limited, we don't find much use out of this system. Would LOVE to see this as an option soon. When an advisor completes an activity, an administrative assistant often has some follow up work to do, this would help hugely. Workflow integrations for automations would be nice too.