Wendi Hall
My feedback
5 results found
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525 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 supported this idea ·
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15 votes
Wendi Hall supported this idea ·
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66 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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590 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 ·
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.