Anonymous
My feedback
5 results found
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137 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 · -
486 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 · -
42 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 commentedI create the activity and click the team notify. I am listed as a member of the team notify but I do not get notified.
Would it be possible to be included?Anonymous supported this idea · -
276 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 · -
24 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 commentedentering personal interest data is great but I wish we could run a report. ie run a report all clients interested in rodeos.
or run a report on a client w/ all listed personal interstsAnonymous supported this idea ·
We want to create a (custom export) report for clients having multiple accounts w/ multiple beneficiaries w/ standard information-ss#, dob, type for each account. Currently there aren't reportable fields.