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Dennis Shao

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  1. 1,342 votes
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    Dennis Shao supported this idea  · 
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    Dennis Shao commented  · 

    Can this suggestion be revisited? The advisor is amassing more clients from referrals and often it is from extended family members. Kids are also getting older with their own accumulated capital and returning to the firm as clients. There needs to be a way to track lineage as well as total family accounts. In other words, the advisor services each family household independently but for maintaining relationships should be able to identify family members (e.g. grandparents, parents, kids, grandkids, etc.) As a CRM I think the next development phase is taking this into consideration as an enhancement for advisors who are operation more as a family office. Currently, the only option is to export reports into Excel.

    In addition, when viewing accounts under the option "Show Family Accounts", perhaps there is a way to actually list out the first name of the account owner instead of just "family". Or just partition the account page to show accounts under each owner like you have organized for "Close Accounts" etc.

  2. 262 votes
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    Dennis Shao commented  · 

    Currently, I have to create an opportunity, then, a separate activity for associates to follow up. If there is significant news for the case, I will update in the opportunities. Day to day tracking would be done in the activity. To fix this, linking the two would be ideal.

    Dennis Shao supported this idea  · 
  3. 47 votes
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    Dennis Shao commented  · 

    I would like to see the option where when I run a AUM report or client report on 'X' date that I can compare it to a prior date, 'Y', to gauge the growth or decline of AUM and household/family assets. I currently run quarterly client reports to get an idea of the demographic as well as AUM. However, sometimes I am not also able to gather accurate date on (i.e. assure that the data collected each quarter end occurs exactly on the same day each year). A search feature to select a certain date to run such a client report would be awesome.

    Dennis Shao supported this idea  · 
  4. 23 votes
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    Dennis Shao supported this idea  · 
  5. 101 votes
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    Dennis Shao supported this idea  · 
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    Dennis Shao commented  · 

    In previous Redtail CRM upon performing an Advanced Search you can filter the list by name, status, category in the search results. Now it is not available. Surely this is a simple feature to bring back. Why remove in the first place? Sometimes it is easier to filter on the spot rather than filtering it in an Excel export.

  6. 1,718 votes
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    Dennis Shao supported this idea  · 
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    Dennis Shao commented  · 

    Alternatively, as a team if the advisor or staff have a good color coding scheme setup to represent various activities there should be an option to allow the user to choose an existing color coding scheme so that the whole TEAM is on the same page.

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