Jodi Deldon
My feedback
34 results found
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13 votesJodi Deldon
shared this idea
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24 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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23 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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Jodi Deldon
supported this idea
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210 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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Jodi Deldon
supported this idea
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417 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!
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116 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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1,345 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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97 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Jodi Deldon
supported this idea
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51 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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Jodi Deldon
supported this idea
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494 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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27 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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76 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!
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149 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!
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379 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!
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77 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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Jodi Deldon
supported this idea
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71 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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Jodi Deldon
supported this idea
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70 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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Jodi Deldon
supported this idea
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1,253 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 Jodi Deldon
supported this idea
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56 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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Jodi Deldon
supported this idea
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61 votesJodi Deldon
supported this idea
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Review report is useless! We need a report of clients due in a month and those that are overdue. Not being able to filter on those criteria makes it impossible to use. Reviews in general are dealt with totally inappropriately in a software that is designed for financial offices. The Review date that is seen on the client's profile should be the last review, it should be simple to mark clients as a quarterly, bi-annual or annual review, I don't know about you but we don't meet with client's weekly, not do I need to meet with them on the exact same day every year! Redtail clean this up, make this the best feature of your software instead of the worst!