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John

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  2. Customize Opportunity "Type"

    344 votes
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    28 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    John commented  · 

    We need to segregate and track our opportunities by line of business. To us, all opportunities are, by definition, "new" business. So categorizing opportunities as "new" or "existing" business is irrelevant. But what IS relevant (at least to us) is whether the business opportunity is for insurance, financial plans, managed investments, etc. So we need the ability to add and maintain "opportunity types", just like you can add and maintain "opportunity stages".

    John supported this idea  · 

  3. Include Trusts in the Family Portfolio Value

    251 votes
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    24 comments  ·  Redtail CRM » Family  ·  Admin →
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    John supported this idea  · 

  4. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    John supported this idea  · 

  5. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    John supported this idea  · 
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    John commented  · 

    Please consider adding the ability to have multiple physical addresses available for mail merge. I have many prospects for whom I am sending drip letters to both their BUSINESS (e.g., group benefits, 401k plans, etc.) and their PERSONAL (financial planning, wealth management, etc.) addresses. However, the mail merge capability only allows me to pick their PRIMARY address.

    We need to pick the address we want, depending on the campaign we are running. Tech support told me to switch the PRIMARY flag as needed. This could potentially be feasible for occassional campaigns in single-advisor practice, but not practical as an ongoing process for a dynamic multi-advisor practice.

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