Joy
My feedback
4 results found
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49 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 Joy
supported this idea
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42 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!
Joy
supported this idea
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462 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 Joy
commented
Yes. But the custom export prints in excel format. It would be nice to have to option to print in pdf format too.
Joy
supported this idea
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An error occurred while saving the comment Joy
commented
Yes! Please! We had a report like this in our old access database. We NEED this type of report to show everything we have entered in the CRM to print on one page. It helps the advisors see everything that the client has including UDF, account balances, issue dates as well as all client information.
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19 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!
Joy
supported this idea
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An error occurred while saving the comment Joy
commented
Yes that would be helpful. Sometimes we do searches based on the County.
Yes. I completely agree on this. We like putting in the client's employers. But it's not necessary to create a new record. Very frustrating.