Yvette
My feedback
10 results found
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421 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!
Yvette
supported this idea
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65 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 Yvette
supported this idea
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41 votes
An error occurred while saving the comment Yvette
commented
Yes, please add a change in Contact Category to be a trigger event.
Yvette
supported this idea
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262 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!
Yvette
supported this idea
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345 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 Yvette
commented
Yes, this an obvious functionality that is needed, especially since you cannot schedule workflows. Attaching a workflow to an activity allows workflows to be started at the right time. Linking a link to START a workflow is good, no need to automatically start the workflow, but an activity to remind a user to start the workflow and which one is good.
Yvette
supported this idea
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376 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!
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33 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!
Yvette
supported this idea
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533 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!
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234 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!
Yvette
supported this idea
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An error occurred while saving the comment Yvette
commented
Would like to assign custom roles for firms to adapt redtail into their structure. For example Paraplanner may be in charge of scheduling workflow steps while an associate advisor would be the ones assigned to run meetings and so forth. Also this could include outside roles like billing roles for certain clients with special circumstances, etc.
Summary - Ability to create custom roles to add to the default Associate Advisor, Advisor, and CSA roles.
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164 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 Yvette
commented
This is also needed for when I have repeated meetings I want to make sure the whole team is included in. Instead of adding it manually to each activity when we get new team members, it should be dynamically updated.
Yvette
supported this idea
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Yes, having a workflow or activity or email triggered from a keyword being added or removed would be a great help.