AdminRedtail Training
(Training, Redtail Technology)
My feedback
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15 votesAdminRedtail Training
(Training, Redtail Technology)
shared this idea
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1 vote
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16 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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An error occurred while saving the comment Hi, Sargon!
Absolutely! You do have the ability to do this using our automated excel import sheet. Please contact our support team and we can get that file over to you to fill out and we will update your system complimentary.
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20 votes
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AdminRedtail Training
(Training, Redtail Technology)
supported this idea
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An error occurred while saving the comment Show the Account Tax Qualified Type when linking an account to a note or an activity.
What is really needed is the tax qualified type – so one can easily pick Roth vs IRA etc…
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7 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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AdminRedtail Training
(Training, Redtail Technology)
supported this idea
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AdminRedtail Training
(Training, Redtail Technology)
shared this idea
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10 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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AdminRedtail Training
(Training, Redtail Technology)
shared this idea
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31 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Good news! A recent feature update made it so you can create a follow up activity from a note in the desktop version. So, part of this suggestion is now possible!
-Hayley Mandrup
Trainer
Redtail Technology -
8 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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An error occurred while saving the comment Great question! We covered a video sharing how information like this can be placed in Important Information section or as a pinned note. Check it out here!
https://help.redtailtechnology.com/hc/en-us/articles/360002634894-High-Level-Information-20-34- -
20 votes
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An error occurred while saving the comment Sure! If you click on your name in the top right hand corner to select Preferences you can go to the Notifications box and change yes to no for emails on updated activities.
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11 votes
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AdminRedtail Training
(Training, Redtail Technology)
supported this idea
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Thank you for the suggestion! Could you provide more information on what financial information should be included on the Personal Profile form?