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Chuck Vercellone

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  1. closed accounts default status

    7 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Chuck Vercellone shared this idea  · 

  2. Workflow Flow Chart

    346 votes
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    28 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Chuck Vercellone commented  · 

    This suggestion has been suggested in the past with not much activity. Workflows are a great tool but....... How are we expected to see what has been created, revise and debug a workflow, and review the steps and outcomes if we can't print out the entire diagram? Come on Redtail, let's see some action here.

    http://feedback.redtailtechnology.com/forums/281220-crm-tailwag/suggestions/30949789-workflow-templates (32 votes)

    http://feedback.redtailtechnology.com/forums/281220-crm-tailwag/suggestions/17285993-print-a-workflow-template (10 votes)

    http://feedback.redtailtechnology.com/forums/281220-crm-tailwag/suggestions/12408462-enhanced-workflow-diagram (75 votes)

    Seems like 123 votes to have a report created (and not for active worksheets)

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    Chuck Vercellone commented  · 

    We need to be able to print out our workflow templates, compete with steps, tasks, and outcomes. As it is now, the only workflow printouts we can get are for active workflows. Why is there no option to print our templates so they can be reviewed and noted with amendments? It would also make it easier if we could have a printout to show other advisors what we have created so they can determine if they would like a copy of it.

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    Chuck Vercellone commented  · 

    Need to be able to print out the templates, complete with outcomes. How else will we see what we've created, where the problems are, and what needs to be fixed?

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    Chuck Vercellone commented  · 

    It's great that we can print out a diagram of a workflow that is active and assigned to a client but why can't we also print out a diagram of all the workflows we've created? It would be helpful if we were able to so they could be analyzed and notes made to improve the template. Print screen of a template is not a complete solution as the potential outcomes and actions are not visible.

    Chuck Vercellone supported this idea  · 

  3. Holdings Report

    6 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Chuck Vercellone shared this idea  · 

  4. SHOW BENEFICIARY INFO IN CUSTOM REPORTS

    137 votes
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    8 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Chuck Vercellone commented  · 

    I may have missed it but I don't see where this is any option to print or create a report that shows the beneficiaries of client accounts. We need to run reports showing who are IRA and TOD beneficiaries. Creating a custom export does not work as those fields are not available for selection. How was this issue missed?

    Chuck Vercellone 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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    Chuck Vercellone commented  · 

    With so many households dropping land lines, mobile phone numbers are increasing becoming more important. As it stands, we have to copy the mobile number to the home number field in order to get a merge. This needs to be corrected! As usual, this issue has been under review since 2014 and no movement made in over 3 years!

    Chuck Vercellone supported this idea  · 

  6. activity report

    6 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Chuck Vercellone shared this idea  · 

  7. Highlight the current date brighter than the pale yellow being used (for the visually impaired)

    143 votes
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    13 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone commented  · 

    Would it be possible to give us the ability to add shading to the calendar to highlight the weekends. It would give clarity to the monthly calendar.

    Chuck Vercellone supported this idea  · 

  8. Print Work Flow Template

    65 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Chuck Vercellone commented  · 

    We need to be able to print out our workflow templates, compete with steps, tasks, and outcomes. As it is now, the only workflow printouts we can get are for active workflows. Why is there no option to print our templates so they can be reviewed and noted with amendments? It would also make it easier if we could have a printout to show other advisors what we have created so they can determine if they would like a copy of it.

    Chuck Vercellone supported this idea  · 

  9. Can you link a contact's work address with that of their employer?

    75 votes
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    10 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  10. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Chuck Vercellone commented  · 

    First review date should be re-named "Last Review Date" - also need to able to manually enter a date - makes no sense to pick a day or date based on an arbitrary one month, two month, etc (So I pick an actual date and it falls on a a Saturday or Sunday, what then?). I understand the need to create automation but it doesn't fit every client - give us the option to enter a date manually.

    Chuck Vercellone supported this idea  · 

  11. address requirements

    17 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Chuck Vercellone commented  · 

    I realize this is a request that had been declined in the past but it is an issue, especially with a professional contact. I have a number of contacts that work out of their home and only provide an email address and phone number as contact but will also note the city/state. Currently I have to enter "no address" in the first address box to take the rest of the location.

    Chuck Vercellone supported this idea  · 

  12. save and clone loop

    19 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone shared this idea  · 

  13. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  14. adding multiple contacts to an activity

    120 votes
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    13 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone commented  · 

    New format for adding activities is an improvement but we still need to be able to add multiple contacts on the first screen. It is a waste of time to have to add the activity and then add the additional contacts.

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    Chuck Vercellone commented  · 

    When adding multiple contacts to an activity it would be helpful if we could click on the contacts at one time before saving - if we are adding a husband and wife you have to add the first contact then select add contact to get the next one added - can't we search and highlight multiple contacts at one time and add them with a single click?

    Chuck Vercellone supported this idea  · 
    Chuck Vercellone shared this idea  · 

  15. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Chuck Vercellone commented  · 

    Or is this done with an automation? You complete the new client workflow (on-boarding workflow, initial appt workflow - whatever you want to call it) and now you need to start a new account workflow, hourly consult workflow, financial plan workflow - whatever the new client came to you for. It seems to be basic that one workflow may lead into another.

    Chuck Vercellone supported this idea  · 

  16. Allow Tasks to be moved between workflow Steps

    593 votes
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    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  17. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Chuck Vercellone commented  · 

    Memberships need to be move visible as we use that to identify adult children - should be able to see the family tree from the main screen.

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    Chuck Vercellone commented  · 

    The membership (or relationship) box needs to show up on the main page - we use memberships to note the relationships of other adult family members and trust accounts- we shouldn't have to click two or three more times to move between the relationships!

  18. Accounts Information

    48 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Chuck Vercellone shared this idea  · 

  19. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Chuck Vercellone commented  · 

    You can easily create this in the UDF field - add a field for the current year RMD amount and a field for systematic Y/N

  20. ABILITY TO INCLUDE INSURANCE POLICIES ON CRM

    97 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Chuck Vercellone commented  · 

    Isn't that the Accounts tab?

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