Joe Breslin
My feedback
13 results found
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650 votes
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Joe Breslin
supported this idea
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154 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 Joe Breslin
supported this idea
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64 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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Joe Breslin
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57 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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Joe Breslin
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201 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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Joe Breslin
supported this idea
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1,242 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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Joe Breslin
supported this idea
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1,271 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Joe Breslin
supported this idea
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153 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 Joe Breslin
commented
co-sign. Please add this feature. If I vaguely remember emailing a client about HSA eligibility in 2022. To find that email, I have to manually review all the emails. If Redtail took the text of the emails and copied this to the notes and made them searchable, this would be tremendously valuable.
Joe Breslin
supported this idea
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46 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!
Joe Breslin
supported this idea
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29 votesJoe Breslin
supported this idea
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13 votesJoe Breslin
supported this idea
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32 votes
An error occurred while saving the comment Joe Breslin
commented
Came here to say the same thing. When a client schedules through OnceHub (most do), this is integrated through tailway to add to Redtail calendar, but it does not start our automation template like it would if we scheduled manually ourselves in Redtail.
Joe Breslin
supported this idea
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452 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!
Joe Breslin
supported this idea
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Please create an integration for OnceHub and Redtail. Doing it through Tailwag but it creates issues such as lack of ability to start an automation.