Hannah Dabbs Mendoza
My feedback
4 results found
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1,239 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 Hannah Dabbs Mendoza
supported this idea
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30 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!
Hannah Dabbs Mendoza
supported this idea
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86 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 Hannah Dabbs Mendoza
commented
I cannot stress how accurate this person is! In the Financial Services industry the majority of our "tasks" are relative to our clients and Broker/Dealer. The BIGGEST feedback the financial advisors in my office give is the activities/workflow in Redtail don't work because the tasks always become past due or do not automatically update relative the tasks before them. If the task is "Get clients signature" than we cannot complete the next task until that task is done. This NEEDS to be a top priority for 2021.
Hannah Dabbs Mendoza
supported this idea
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38 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!
Hannah Dabbs Mendoza
supported this idea
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This is so essential! All of our Financial Advisors have a one-track mind and will only look at "today" page. 80% of the tasks don't get done that day because we are waiting on the client for something.