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Davy S

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32 results found

  1. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Davy S supported this idea  · 

  2. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    239 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Davy S supported this idea  · 

  3. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Davy S supported this idea  · 

  4. Make it possible to have an individual be a member of more than one family group.

    189 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Davy S supported this idea  · 
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    Davy S commented  · 

    Also, children often belong to two households if their parents are divorced. Currently, each child can only be listed under one household.

  5. 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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    Davy S supported this idea  · 

  6. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Davy S supported this idea  · 

  7. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Davy S supported this idea  · 

  8. add a workflow to bulk actions

    139 votes
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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Davy S commented  · 

    We would like to run a search, select the desired contacts, then add a the same workflow to each individual contact at once.

    For example, one advisor in our office conducts a Medicare review with each of his clients 65 and older every year between October 15 and December 7. He completes the same process with all of them, and we have an appropriate workflow. However, adding the workflow to the search results would add all selected contacts to one workflow. If he completed one step for one contact, it would complete that step for all of them. Instead, we want to attach the workflow to each client individually, but in bulk. Per Redtail support, we cannot do so. As a result, I am currently adding the same workflow to 150+ contacts one-by-one.

    Davy S supported this idea  · 

  9. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Davy S supported this idea  · 

  10. Workflow generated with each instance of recurring activity

    107 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Davy S supported this idea  · 

  11. Filter indiviual advisor's client's birthday reminders.

    128 votes
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    11 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Davy S commented  · 

    The Client Review Reminders report has helpful filter options. Those filters would be helpful in other reminder reports, especially the birthday one. In order to separate the birthday reminders by advisor, we have to export the list to Excel.

    Davy S supported this idea  · 

  12. Add automation actions

    134 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Davy S shared this idea  · 
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