Suzanne Rodriguez
My feedback
33 results found
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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!
Suzanne Rodriguez
supported this idea
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70 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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49 votes
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An error occurred while saving the comment Suzanne Rodriguez
commented
ok? What does this mean?
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36 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Suzanne Rodriguez
supported this idea
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76 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Suzanne Rodriguez
commented
I agree! Sometimes when I have to call a vendor, I have the account screen up so I have the account # handy, then they ask for the social, so I have to go back to the main page again. It would really be nice to have it show on the accounts page as well.
Suzanne Rodriguez
supported this idea
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251 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 Suzanne Rodriguez
commented
I would like to see nieces and nephews under that as well. Some people DO open accounts for other family members, so it would be nice to have them linked as such since they are probably not dependents.
Suzanne Rodriguez
supported this idea
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97 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 Suzanne Rodriguez
commented
I also find that cumbersome. You have to not only change their status, you have to remove them from tag groups, change their review date to null and cancel all activities. I think it would be difficult for Redtail to actually accomplish this because everyone has different criteria when it comes to maintaining their contact. This is such a manual process and I don't think people understand that. There really is nothing automatic when you think about it.
Suzanne Rodriguez
supported this idea
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107 votes
An error occurred while saving the comment Suzanne Rodriguez
commented
Wow, this is the first time I"m seeing this request. Are you saying you want a password on EACH client file? Do you know who many files I have in imaging? Thousands! This cant be what you mean right? Now, this was posted in 2011 and markes "planned" 6 months ago, so it might not ever get done. I hope not if what I'm reading is correct.
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377 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Suzanne Rodriguez
commented
Tag them
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529 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!
Suzanne Rodriguez
supported this idea
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127 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Suzanne Rodriguez
commented
If you go to "manage your accounts" there is a dropdown to "manage database lists". you can add as many status', categories, whatever you want to these lists and have them for future contacts.
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46 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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Suzanne Rodriguez
supported this idea
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An error occurred while saving the comment Suzanne Rodriguez
commented
I agree! I am currently just putting that in important information, but sometimes that section gets a little bulky if you have a lot of info there.
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86 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!
Suzanne Rodriguez
supported this idea
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An error occurred while saving the comment Suzanne Rodriguez
commented
It would also be nice if the status, category and source carried over to the spouse when adding both contacts at the same time. I have a suggestion out there for that, but I thought you suggestion deserved a vote.
I personally think the accounts tab is way to crowded as it is. There is actually a beneficiary report you can do, but first you have to manually add the benes to each account (yes, Redtail is a MANUAL system). If you double click on the account and scroll down the page a bit, you can see where to add bene's. Once you have them for all the accounts, go back to the account page and click on bene report. It is really nice and we present that to all of our clients during their meeting.