Carin Dixon
My feedback
6 results found
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32 votes
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32 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 Carin Dixon
commented
This would be a huge help! Recently, we noticed that our AUM total showing in Redtail was way off - by several million dollars. We realized that some Clientworks (LPL) accounts were duplicated in several contact records but it was difficult to discover which records were affected. Running a Duplicate Accounts report would have helped tremendously!!
Along these same lines...one thing we tried to do was to run reports for "Linked Accounts" and "Unlinked Accounts" because one of the duplicates would show as "Linked to LPL" and the other was not linked. But when we did that, none of the LPL accounts showed up on the "Linked Accounts" report, even though they show "Linked" in the contact's Accounts. Can this be fixed??
Carin Dixon
supported this idea
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239 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!
Carin Dixon
supported this idea
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1,924 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Carin Dixon
supported this idea
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148 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Carin Dixon
supported this idea
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An error occurred while saving the comment Carin Dixon
commented
Two things I would like to see automated: 1) We have created a "Client Review" workflow and set it to automatically launch when it is scheduled on the calendar. There are certain tasks that are assigned to only me. The rest of the tasks need to be assigned to the servicing advisor. I have to go into the WF each time it is launched and assign each task. I would like to be able to default all of the unassigned tasks automatically to the servicing advisor. 2) In addition, many times we have more than one advisor that should be assigned to a task; currently, I can only choose one advisor. For example, very often more than one advisor meets with a client, but I can only assign that task to one advisor. Bottom line: I need to have the ability to assign multiple advisors to one task.
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494 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Carin Dixon
supported this idea
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I agree. We would like to be able to add a column on the landing page to show Projected Revenue for each opportunity in addition to the aggregate number at the top.