Gayle
My feedback
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140 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 Gayle
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85 votesGayle
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27 votesGayle
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in the CRM document upload section be able to label the category/ account while uploading documtment
18 votesGayle
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38 votesGayle
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30 votesGayle
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99 votes
Redtail has read this 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 Gayle
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We use for individual wealth. Especially in the case of a minor/custodial account, it is important to link the owner and the minor to the account in Redtail since the asset feed is only linked to the minor's social.
Gayle
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Please consider adding function. The option to add a document already in the Document section of the profile as well as an active document that is being modified!!!