Andrea Nelson
My feedback
37 results found
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9 votesAndrea Nelson shared this idea ·
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27 votesAndrea Nelson shared this idea ·
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36 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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Andrea Nelson supported this idea · -
12 votesAndrea Nelson shared this idea ·
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10 votesAndrea Nelson shared this idea ·
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12 votesAndrea Nelson shared this idea ·
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10 votesAndrea Nelson shared this idea ·
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1,718 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Andrea Nelson supported this idea · -
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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Andrea Nelson supported this idea ·An error occurred while saving the comment -
12 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 Andrea Nelson commentedFamily accounts should show in the link account drop-down for notes. There are so many times when the spouse who is not the primary (in Redtail) on a joint account has notes that should be linked to the account.
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327 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!
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153 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!
Andrea Nelson supported this idea · -
3 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!
Andrea Nelson shared this idea · -
46 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 Andrea Nelson commentedAgreed. It's frustrating to move files into one fold just for a one time email. It would be nice to have the drag and drop option as well.
Andrea Nelson supported this idea · -
409 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Andrea Nelson supported this idea · -
41 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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Andrea Nelson supported this idea · -
74 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!
Andrea Nelson supported this idea ·An error occurred while saving the comment Andrea Nelson commentedI had the same issue. I was testing it, and now I have a completed workflow that is not accurate. I really don't like not having the option to delete it either.
I agree that this type of segmentation would be AWESOME. It would be nice to group all of the pending Life cases, or all the pending Annuity cases (for example) together and work through the list at the same time instead of keeping a list outside of Redtail and looking up each client's activity one by one.