Sean Fletcher (Prospettiva Financial LLC)
My feedback
8 results found
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22 votesSean Fletcher (Prospettiva Financial LLC)
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650 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!
Sean Fletcher (Prospettiva Financial LLC)
supported this idea
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1,963 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!
Sean Fletcher (Prospettiva Financial LLC)
supported this idea
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23 votesSean Fletcher (Prospettiva Financial LLC)
supported this idea
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An error occurred while saving the comment -
99 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!
Sean Fletcher (Prospettiva Financial LLC)
supported this idea
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20 votesSean Fletcher (Prospettiva Financial LLC)
supported this idea
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7 votesSean Fletcher (Prospettiva Financial LLC)
supported this idea
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41 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
Sean Fletcher (Prospettiva Financial LLC)
supported this idea
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Form CRS should be a separate field under Know Your Client.
As form CRS needs to be provided on multiple occasions, it would be super helpful if an update to the CRS field would trigger an activity in the client's history.
I appreciate @Taylor Lane indicating that CRS is now a field in Redtail, but frankly I had no idea and I am unable to find it. If it was added as a field, where is it?