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1. Populate Account Balances based on ticker + # of shares

   3 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Jason Hurwitz shared this idea  ·  Dec 16, 2024

2. UDF automation action item

   32 votes

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   1 comment  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Jason Hurwitz supported this idea  ·  Jun 9, 2020