Kerri Kuykendall
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21 votesKerri Kuykendall
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27 votesKerri Kuykendall
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26 votesKerri Kuykendall
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34 votesKerri Kuykendall
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50 votesKerri Kuykendall
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18 votesKerri Kuykendall
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43 votes
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102 votes
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Kerri Kuykendall
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16 votes
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An error occurred while saving the comment Kerri Kuykendall
commented
Where is list Potential, Closed Won, Closed Lost as you know it shows total # inputed in the system. Is there a way to change it or add a section that reflects yearly? Not a filter. I believe more people are concerned with yearly tracking instead of life time. Lifetimes cool to see if you want to, but yearly is more important in running a business
Kerri Kuykendall
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46 votes
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Kerri Kuykendall
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72 votes
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Kerri Kuykendall
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1,970 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Kerri Kuykendall
commented
Under accounts can a section be added for withdrawals. I know there are two options under payment but to me that is more for life insurance than an annuity. Some client's take income from their annuities annually, quarterly, twice a year, and monthly. I would be nice to be able to list the type if this a regular withdrawal, income rider withdrawal, or RMD. And can pick by check, EFT, or to another account
Kerri Kuykendall
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12 votes
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Kerri Kuykendall
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51 votes
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Kerri Kuykendall
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Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder
137 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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Kerri Kuykendall
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57 votes
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Kerri Kuykendall
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Scott is correct. We use Calandley which integrates with Outlook, and is then pulled in with the retriever. There is a time delay of about 10 min to be aware of. We haven't had any issues though.