Jenn
My feedback
65 results found
-
12 votes
-
41 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!
-
61 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!
-
33 votes
-
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!
-
15 votes
-
111 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!
-
18 votes
-
107 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!
-
3 votes
-
76 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 -
82 votes
-
9 votes
-
27 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!
-
9 votes
-
33 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!
-
107 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!
-
67 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!
-
38 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!
-
14 votes
I am unable to implement the use of Workflows at my firm until this is fixed. Here's our problem...I created an onboarding workflow for prospects but then figured out that the task can not be automatically assigned to the servicing advisor listed on the contact. So I set it up so the task is automatically assigned to the advisor role on the contact. Then we figured out that only people with admin privileges can adjust the role and in my case, our receptionist does not need admin privileges but she is the one primarily initiating this workflow. So then for my final chance to work around this issue, I tried to set up an automation to automatically fill out the Advisor Role based on the servicing advisor field but much to my dismay, I see that Redtail does not offer an automation on the role fields. So the Workflow I designed is now useless unless our retail admin updates the role for every new contact added which is outside the scope of her responsibilities.