Anonymous
My feedback
24 results found
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110 votesAnonymous
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4 votes
An error occurred while saving the comment Anonymous
commented
all of the issues here create MASSIVE inefficiencies from an operations standpoint. Our team is looking for continued support in time saving tools, not systems that take MORE time from our day.
Anonymous
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12 votesAnonymous
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15 votes
An error occurred while saving the comment Anonymous
commented
The new format is WILDLY inefficient and completely impedes updating client imaging folders for any sort of file corrections, cleanup projects.
Anonymous
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16 votesAnonymous
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An error occurred while saving the comment Anonymous
commented
when trying to complete a cleanup within imaging this insane functionality makes it IMPOSSIBLE to move and restructure client imaging folders
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174 votesAnonymous
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233 votesAnonymous
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128 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!
Anonymous
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110 votes
Redtail has read this 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!
Anonymous
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67 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!
Anonymous
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251 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!
Anonymous
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1,985 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!
Anonymous
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8 votesAnonymous
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184 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!
Anonymous
supported this idea
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An error occurred while saving the comment Anonymous
commented
as stated previously, it seems only logical that the system should allow for the same privacy settings allowed in tasks to be set on workflows as well. For a team with multiple advisors, this is absolutely crucial to operation concerns
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420 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!
Anonymous
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609 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!
Anonymous
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24 votesAnonymous
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18 votesAnonymous
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18 votes
An error occurred while saving the comment Anonymous
commented
this could be SUPER helpful in creating a more Project oriented page, list of outstanding that could be "grouped" in some way as well?
Anonymous
supported this idea
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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. This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
supported this idea
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this is a primary reason cannot stay with RedTail long term. The inability to lock imaging across contact permissions is entirely ridiculous. RedTail is not scalable for any RIA looking to expand/grow if this basic functionality cannot be implemented. How is it possible a solution cannot be implemented with 10 years!?!?!?!? Why is focus on font and hiding menus prioritized over security of advisor contacts across a database based on which advisors have permission??