Chris Cosenza
My feedback
2 results found
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175 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 Chris Cosenza
supported this idea
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842 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 Chris Cosenza
commented
Customizable widgets on our dashboard so that if I want to see bdays up to 7 days prior and 3 days post birthday I can see that all week each day everytime I log in on my dashboard. Also, would like to automate a call creation functionality that creates and/or sends email reminders or opt in pop up reminders to call those clients/prospects on their bday, and if bday falls on the weekend that activity is created and reminded for Friday before.
Chris Cosenza
supported this idea
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Misc Client Info, instead of having "Primary Contact" change it to "Trusted Primary Contact" With the option to include name, number, email, and address. And when you search for a client by name have the "Trusted Contact" be able to be seen. Finra has mandated that all client records have a "Trusted Contact" So this needs to be a feature in one way or another.