Sandra
My feedback
64 results found
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16 votesSandra
shared this idea
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1,217 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!
Sandra
supported this idea
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1,345 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!
Sandra
supported this idea
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196 votesSandra
supported this idea
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17 votesSandra
shared this idea
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50 votesSandra
supported this idea
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11 votes
An error occurred while saving the comment Sandra
supported this idea
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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!
Sandra
supported this idea
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7 votes
An error occurred while saving the comment Sandra
commented
This would be helpful when a client retires and you want accurate information ie retired under the contact record, but are in the process of doing rollovers and the likes where you still need the employment information.
Sandra
supported this idea
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7 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!
Sandra
supported this idea
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90 votes
An error occurred while saving the comment Sandra
commented
This would be great and reduce the chances of missing something and being more timely on certain life changing events such as UTMA registrations. Pulling a report for these types of things are as useful.
Sandra
supported this idea
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61 votesSandra
shared this idea
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7 votesSandra
supported this idea
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7 votesSandra
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28 votesSandra
supported this idea
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15 votesSandra
supported this idea
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239 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!
Sandra
supported this idea
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41 votes
This 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!
Sandra
supported this idea
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106 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 Sandra
commented
Couldn't agree more with everyone's comments. An activity should not be past due if the due date is set for the end of the month or a later date. Just because the start date has passed, doesn't make it a past due item. If the due date isn't even being used, why is it even there
Sandra
supported this idea
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12 votesSandra
shared this idea
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This would be helpful when looking at an activity and being able to quickly see what type of account is linked. For instance, if you have "John Doe Roth" as the account title. If both John Doe and another contact were connected to the activity, you could easily see who's account and what type of account was linked.