Daniel N.
My feedback
3 results found
-
143 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 Daniel N.
supported this idea
·
-
1,924 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 Daniel N.
commented
It would be very helpful to create custom reminders to trigger when a client turns 70 1/2 for RMD's or 65 for Medicare Etc. You could probably create the reminders using the same steps taken when making quick lists. An example would be to reminder me on the calendar when this criteria matches on any of my clients the following:
- Type: Contact > Field: Age > Operand: Equal to > Value: 65.
Daniel N.
supported this idea
·
-
127 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 Daniel N.
commented
Under a client's account in status please make this drop down have more options or add options under the status. For Instance adding changed broker instead of just open, closed and under review
Daniel N.
supported this idea
·
Currently the current date is a color on the monthly and weekly calendar that is extremely close to the other white colors for the rest of the days. Please give the ability to let RedTail users change the default current day color.