Sarah
My feedback
20 results found
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6 votes
Sarah shared this idea ·
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9 votes
Sarah shared this idea ·
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25 votes
Sarah shared this idea ·
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51 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 Sarah supported this idea ·
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12 votes
Sarah shared this idea ·
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10 votes
Sarah shared this idea ·
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29 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!
Sarah supported this idea ·
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38 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!
Sarah supported this idea ·
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192 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!
Sarah supported this idea ·
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16 votes
Sarah shared this idea ·
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48 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!
Sarah supported this idea ·
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854 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 Sarah commented
YES we need this for RMDs
Sarah supported this idea ·
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11 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 Sarah commented
I see there have been similar suggestions and Redtail has marked them as "completed" because "this can be achieved using roles". It most definitely cannot be! Please make this update. Lyndsey phrased it perfectly.
Sarah supported this idea ·
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596 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!
Sarah supported this idea ·
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46 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!
Sarah supported this idea ·
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82 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!
Sarah supported this idea ·
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15 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!
Sarah shared this idea ·
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465 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 Sarah commented
YES. I like the way the current form looks, but it doesn't include all the fields I'd like (and includes several we don't care about). If we could customize it - including adding UDFs - it would be a huge help in client meetings!!!
Sarah supported this idea ·
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66 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!
Sarah supported this idea ·
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1,363 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!
Sarah supported this idea ·
Yes! It's hard to believe this hasn't been done already. We've just started adding life insurance cases and really don't want to use a UDF. Rate Class should always be an available field!