Tara Shannon
My feedback
26 results found
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165 votesTara Shannon
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37 votesTara Shannon
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58 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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4 votes
An error occurred while saving the comment Tara Shannon
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130 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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31 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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28 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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61 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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18 votesTara Shannon
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9 votesTara Shannon
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22 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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63 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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17 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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12 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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16 votesTara Shannon
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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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15 votesTara Shannon
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41 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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6 votes
An error occurred while saving the comment Tara Shannon
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The option to print a pdf version for Account User Defined Fields.
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76 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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Tara Shannon
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Accounts User defined field area is a great tab, but it has clumped too many things together that cannot organize a complete view to produce a report. This needs to be worked on quickly so advisors don't seek another CRM because of the lack of reporting capabilities.