Melodie Leon
My feedback
16 results found
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5 votesMelodie Leon
supported this idea
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37 votes
An error occurred while saving the comment Melodie Leon
supported this idea
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106 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Melodie Leon
commented
I have brought this up at our annual conference for the last 2 years. Others have been asking for it since 2015. The rest of my tech stack allows me as an Admin to do things on behalf of my Advisors. When will Redtail get up to date?
Melodie Leon
supported this idea
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79 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 Melodie Leon
commented
People have been asking for this to be available in one way or another since 2017! When will happen?
Melodie Leon
supported this idea
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85 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!
Melodie Leon
supported this idea
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31 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!
Melodie Leon
supported this idea
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103 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!
Melodie Leon
supported this idea
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49 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!
Melodie Leon
supported this idea
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4 votesMelodie Leon
supported this idea
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22 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!
Melodie Leon
supported this idea
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59 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!
Melodie Leon
supported this idea
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73 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!
Melodie Leon
supported this idea
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619 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!
Melodie Leon
supported this idea
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31 votesMelodie Leon
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29 votesMelodie Leon
supported this idea
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4 votesMelodie Leon
shared this idea
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I also think this is extremely important! We are preparing to bring on a paraplanner and their job is different from that of a CSA or an Associate Advisor. I need to be able to build that role into our workflows but there is no way to do it at this point.