Joyce Sullivan
My feedback
11 results found
-
4 votesJoyce Sullivan
supported this idea
·
An error occurred while saving the comment -
50 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 Joyce Sullivan
commented
Any update to this request on 1010/2018 ????? This would SOLVE a lot of time for sales people if this was available. I could set an automation for trigger event, contact added >Added by = Name> Grant Permission to > Name.
Right now I have permission automations trigger on servicing advisor, though people neglect to fill in the servicing advisor making the automation USELESS and Preventing them from viewing the contact at all.
This is the #1 complaint of Redtail in our program currently. -
96 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!
Joyce Sullivan
shared this idea
·
-
30 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!
-
344 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 Joyce Sullivan
commented
^^^^THIS^^^^ Having the ability to customize database lists for Opportunity Types would be helpful in environments where organizations are trying to create consistency and process. This would allow larger firms to utilize their existing naming conventions within Redtail to accommodate without much disruption or learning curve for users.
Joyce Sullivan
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. This suggestion is remaining open and can continue to gather votes and comments!
Joyce Sullivan
supported this idea
·
-
57 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!
-
4 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!
-
12 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!
Joyce Sullivan
shared this idea
·
-
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!
Joyce Sullivan
supported this idea
·
-
58 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!
Joyce Sullivan
supported this idea
·
I second this! This would be a huge time saver!