Wendi Hall
My feedback
15 results found
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148 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!
Wendi Hall supported this idea ·
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276 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Wendi Hall supported this idea ·
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12 votes
Wendi Hall supported this idea ·
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205 votes
Wendi Hall supported this idea ·
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6 votes
Wendi Hall supported this idea ·
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23 votes
Wendi Hall supported this idea ·
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379 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!
Wendi Hall supported this idea ·
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26 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!
Wendi Hall supported this idea ·
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26 votes
Wendi Hall supported this idea ·
An error occurred while saving the comment -
15 votes
Wendi Hall supported this idea ·
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17 votes
Wendi Hall supported this idea ·
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542 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 Wendi Hall commented
With many firms working in both wealth management and accounting/tax, this feature is critical to allow these firms to use ONE task/CRM system to monitor and track projects and tasks.
Wendi Hall supported this idea ·
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72 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!
Wendi Hall supported this idea ·
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606 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!
Wendi Hall supported this idea ·
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12 votes
Wendi Hall supported this idea ·
This happens with a spouse, too. I want the email going to the contact to also show up as an email to the spouse. Now I have to copy it to the contact after it's sent.