Sandra
My feedback
64 results found
-
9 votesSandra
supported this idea
·
-
48 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 Sandra
supported this idea
·
-
189 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
·
-
23 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
·
-
10 votesSandra
supported this idea
·
-
617 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
·
-
90 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
·
-
53 votesSandra
supported this idea
·
-
33 votes
An error occurred while saving the comment Sandra
commented
I completely agree with Robin. Adding it to the specific account might fit in some practices, but clearly not all. Having an additional spot under the contact details would be useful.
Sandra
shared this idea
·
-
72 votesSandra
supported this idea
·
-
15 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
shared this idea
·
-
169 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 Sandra
commented
Our office is also wanting to track this information. And sometimes a contact can have more than one trusted contact listed. Have this feature would be very helpful! Rather than having to create a UDF or such for this kind of thing since it is required. A rough timeline for this feature would be appreciated.
-
49 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!
-
Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.
31 votesSandra
supported this idea
·
-
16 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!
-
336 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!
-
9 votesSandra
shared this idea
·
-
27 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
·
-
39 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
shared this idea
·
-
9 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
shared this idea
·
This would be extremely helpful for our office as well to narrow clients with account values greater than or less than a specified amount in addition to identifying zero balance accounts. Please add feature.