Cain Leonard
My feedback
25 results found
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3 votes
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12 votes
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12 votes
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12 votes
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32 votes
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10 votes
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3 votes
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27 votes
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72 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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24 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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135 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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25 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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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!
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34 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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18 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!
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7 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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32 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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Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info
58 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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52 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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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!
This is so critical to have the functionality of adding a document(s)/files to the workflow. I see that files can be added to the note, but it is so terrible critical to be able to have the document/form right inside the workflow for following up on a/c transfers and follow up activities, a/cs with problems, etc.
THIS OPTION FOR DOCUMENTS SHOULD ABSOLUTELY BE IN THE WORKFLOW.