Lyndsey Pare
My feedback
7 results found
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35 votes
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5 votesLyndsey Pare
shared this idea
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21 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!
Lyndsey Pare
supported this idea
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22 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 Lyndsey Pare
commented
Totally agree. Something as simple as sorting by clients name. So If I want to all the info about one client only I don't have to dig them out of list of all the clients.
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137 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!
Lyndsey Pare
supported this idea
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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!
Lyndsey Pare
supported this idea
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An error occurred while saving the comment Lyndsey Pare
commented
Yes! Would like to be able to make a custom export list that includes the account beneficiary for each account
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11 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!
Lyndsey Pare
shared this idea
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So so agree. We look at our clients as a family. When I am doing a review I would like to be able to see emails both clients sent in one place sure I don't have to keep clicking back and forth to make sure I didn't miss something. I can' think of a reason I would just want to look through emails from one spouse and if I did I could just turn the "family emails" off like you can in notes.