Anonymous
My feedback
5 results found
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10 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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Anonymous shared this idea · -
1,924 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous supported this idea · -
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!
Anonymous supported this idea · -
542 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!
Anonymous supported this idea · -
910 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 Anonymous supported this idea ·
We really need the assets/liabilities/net worth etc added as fields in the custom export. We run these by clients every single meeting and it would be really nice to be able to just generate a quick document for what we need.