Dan B.
My feedback
11 results found
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488 votes
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Dan B.
supported this idea
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127 votes
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An error occurred while saving the comment An error occurred while saving the comment Dan B.
commented
OK. How do they do it with IOS, Android, Outlook, and many other platforms and programs? It's likely that the images are subject to a login for the respective social media sites. Redtail should be able to pass that user and password without much difficulty. As mentioned, many programs and platforms already do this and have for years.
Dan B.
supported this idea
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An error occurred while saving the comment Dan B.
commented
We also looked at Wealthbox and liked this feature. They pulled in social media profile info and had a social media stream for the client on their contact page.
Great features.
ETA on this would be great. -
45 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Dan B.
supported this idea
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26 votes
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Dan B.
shared this idea
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219 votes
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An error occurred while saving the comment Dan B.
commented
This idea would apply to contacts and activities.
With the abundance of mapping services available now, Redtail could offer a number of new functions and features.
1. Map Addresses - Within a contact record, provide a button that opens a Google, Bing, Map Quest map showing where a contact is located. This map could offer directions as well.
2. When creating a new Calendar Event/Activity, allow the user to select a location (Advisors office, clients home, clients work, other manually entered address) and link to a map.
3. Create a map from Qucklist or advanced search. This function allows a user to create a list of all A Clients (example) and shows them on a map. Another example would've all prospects entered in the last 10 months. Showing these on a map provides actionable intelligence on effectiveness of marketing efforts.The possibilities are huge.
Dan B.
supported this idea
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199 votes
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Dan B.
supported this idea
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729 votes
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An error occurred while saving the comment Dan B.
commented
Michelle.Machiri, I believe, if you look all through this system of suggestions and requests, people are not looking for an Outlook solution for sharing appointments, but a Redtail solution. In 2016, a technology company should seek to fulfill a request or add a feature in a way that is simple, efficient, and accomplishes the goal in a way that exceeds expectations. Entering an appointment in one system (Redtail) only to have to sync, go find that same appointment in Outlook, open it, hunt for the contact and their E-mail, enter that, then save and send a meeting request...... That's not simple or efficient and it certainly does not exceed expectations. Heck, if that appointment gets cancelled or changes, links may be broken, people may or may not get notified. Who knows wha may happen.
An error occurred while saving the comment Dan B.
commented
For the last 5+ years, when I go to the doctor, lawyer, accountant, or other professional appointment, when i set the appointment, these professionals send me an Invitation in E-mail and all I have to do it click/tap on "Accept", "Decline:, "Request new Date/Time and, Bingo, it's on my calendar. I didn't have to write anything down, I didn't have to take a card from the admin and go manually enter it. They just send me the invitation.
PLEASE include an option to "Invite" a contact or contacts to a meeting.Dan B.
supported this idea
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85 votes
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An error occurred while saving the comment Dan B.
commented
With over 100 client households, keeping track of names and faces can be a challenge. Most Smartphones are able to go out to social media sites and sync Facebook, Linked In, or other profile pics to contact records. It would be helpful to:
A) Have social media feeds and profile pictures brought into Redtail.
B) Be able to pick which contact image we want to use (Facebook, Linked In, or manually uploads).
C) Have the chosen picture sync with Google contacts, Zimbra, Exchange, etc. so we can see pictures of the contacts on our phones and tablets address books as well as in Redtail.Dan B.
supported this idea
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70 votes
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An error occurred while saving the comment Dan B.
commented
I was just about to write the same thing with a couple of additions.
1. New Contact iNtake Form - Allow the Advisor's office to go to a Redtail "New Contact" intake form address for a tablet optimized intake form. This form is linked to Redtail and submitting the form (by the Prospect/Client/Contact.
2. Existing Contact Update Form - While similar to the form above, there is a significant difference. The Advisor's office would go to a Redtail "Contact Update" address that brings up the form. From there, they would select an existing contact from RedtailWhich poulates the known infromation on the form. The office would then hand that form to the client on a tablet where they add, update, or correct that information. Once complete, they would submit the information and the Advisor's office would then view it in a cue and approve or remove the information from the form. If approved, the contact's information is updated in Redtial.Dan B.
supported this idea
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379 votes
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An error occurred while saving the comment Dan B.
commented
This would be a tremendous value! A valid pipeline report is priceless.
Dan B.
supported this idea
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An error occurred while saving the comment Dan B.
commented
Opportunites without outcomes and benefits associated seem half-baked. An opportunity should include products or services that may come from them, possible revenue/commissions, and expected payment dates of those if converted to new business. The revnue piece is a little involved but can be easily done. Select a product or service, enter % payout or fee, enter dealer concession, calculate net expected revenue. Create a report and business suddenly becomes more predictable.
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91 votes
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An error occurred while saving the comment Dan B.
commented
This is a great suggestion. Incorporating this with Opportunities (potential revenue) on the front end of contact engagement would be good too.
This one goes back to 2014, and the last update from Redtail is 2016. It is currently 2018. I hope we are not on a 2 year cycle for updates on the idea.