Sarah

My feedback

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  1. 9 votes
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  2. 29 votes
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  3. 38 votes
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  4. 192 votes
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  5. 873 votes
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    Sarah commented  · 

    YES we need this for RMDs

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  6. 17 votes
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    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.

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  7. 603 votes
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  8. 86 votes
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  9. 471 votes
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    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!!!

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  10. 1,374 votes
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