Alex Leidal
My feedback
9 results found
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599 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Alex Leidal
supported this idea
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650 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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Alex Leidal
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782 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!
Alex Leidal
supported this idea
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861 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!
Alex Leidal
supported this idea
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1,963 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!
Alex Leidal
supported this idea
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1,371 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!
Alex Leidal
supported this idea
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85 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!
Alex Leidal
supported this idea
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66 votesAlex Leidal
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34 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 Alex Leidal
supported this idea
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This is by far the most important feature I would like to see. I would like to see a feature in Outlook that when I send an email, a popup comes up asking where to save the email inside of Redtail. Because if I am emailing an Underwriter, odds are, the client is not CC'd. So the popup would ask where to save it and I would chose the client. Then, for incoming emails, there would be an Outlook add in button to save that received email into the appropriate client file without having to copy and paste each one. Without this, the process of copying and pasting each email into it's respective client file is extremely cumbersome and time-consuming.