Fran Logue
My feedback
3 results found
-
4 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 Fran Logue
supported this idea
·
-
107 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 Fran Logue
commented
We would like to be able to export our client's beneficiaries into a report to send out clients to verify their beneficiary info is correct. This would need to be on an account level obviously. Please provide a timeframe as to when this will be available. I see some of these comments are from 2017. Thank you.
-
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!
An error occurred while saving the comment Fran Logue
commented
We are also looking for a beneficiary export. Would like to send annual letter to clients showing beneficiary info. Is this being worked on?
Fran Logue
supported this idea
·
I just called asking about the same thing. I have to filter by teams every time I click on Workflows. Would very much appreciate a default view so I can only see the workflows of my team.