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2075 results found

  1. Billable Time Tracking

    I'd like to see a check box "billable" so we can know if the time spent with or on the client was billable. and have a report that we can print/export that would have the clients name, and activity details such as duration, and description

    385 votes
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    43 comments  ·  Know Your Client  ·  Admin →
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  2. Add Revenue to the Opportunities dashboard and reports

    Add Revenue to the Opportunities dashboard top line... some firms are less worried about assets and more focused on revenue.

    382 votes
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    43 comments  ·  Opportunities  ·  Admin →
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  3. Add Additional Fields to the Client Review Section

    The Client Review section is lacking. For compliance purposes, advisers need to track when the contact the clients for meetings. Please add the following fields in the Client Review Section:
    1. Date Last Met
    2. Date Last Contacted
    3. Preferred Meeting Place
    4. Preferred Contact Method

    365 votes
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    19 comments  ·  Client Reviews  ·  Admin →
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  4. Linking Activities, Workflows, Notes, Documents, & Opportunities

    Add ability to link Activities to Workflows (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.

    Add ability to link Workflows to Activities (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.

    Add ability to link Activities and Workflows to each other as there are times multiple processes happening all at one time that I dependent on each other.

    Add ability to link multiple Notes to Activities and Workflows.

    Add ability to link Documents (Specific documents or Specific Folders) to Activities and Workflows.

    Add ability to link Opportunities to Activites…

    361 votes
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    14 comments  ·  Activities  ·  Admin →
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  5. Workflow Flow Chart

    It would be nice to have a visual tree that shows all of the possible tasks and outcomes that may occur in one graphical tree when creating new workflows.

    The issue I run into is making sure that I have added all of the possible outcomes when creating a new workflow

    I would like to see the outcome as the same as what is on page 60 and 61 in the 2015 Redtail University Workbook.

    355 votes
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    28 comments  ·  Workflows  ·  Admin →
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  6. Workflow automation to create Activities

    The ability for the Workflow steps to automatically create Activities that can be assigned to specific users/teams. Also, the next step in the Workflow would not start until all of the assigned activities in the previous step are completed.

    The way that we see Workflows is that they are the "big picture" step-by-step guide & the individual Activities ("Tasks") are the place for the instructions & notes of that particular step.

    This would also alleviate the head ache of having to check your Activities list & your Workflows each day & in the past.

    340 votes
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    10 comments  ·  Automations  ·  Admin →
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  7. Activities saved as draft

    When creating an activity, it would be really helpful to have that activity saved as a draft if you inadvertently leave the activity before saving it. If nothing else, a pop-up asking whether you're sure you want to leave an unsaved activity would help keep us from forgetting and losing all of the activity detail we already entered.

    335 votes
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    26 comments  ·  Calendar  ·  Admin →
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  8. Show note comments on timeline

    Comments on notes should show up on the timeline - they are typically important updates on previous items.

    Thanks!

    334 votes
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    10 comments  ·  Timeline  ·  Admin →
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  9. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    Right now when a teammate completes a workflow task that is past it's set due date, the next person in the workflow is not alerted that it has been completed and it shows up as past due. Unless I check "Past Due" workflows every day, it is very easy for things to get missed. This is a HUGE problem and could lead to massive errors. I propose that the next step in a completed workflow that is "Past Due" either have a reminder with it or show up in red on the "Workflow tasks to do today." Thank you!

    313 votes
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    Reviewed  ·  13 comments  ·  Workflows  ·  Admin →
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  10. Portfolio Reporting

    Portfolio Detailed report needs to be more detailed. Life policies - Benefit amount, premium. Fixed accounts - Interest Rates. LTC policies - Daily Benefit, Premium..ect

    303 votes
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    24 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  11. History of Client Reviews

    Can we have a system that tracks the history of Client Reviews? Currently we have the option to input the first review, but I don't see how we can track what has been completed. Some clients will not meet exactly within a year (six months, quarterly, etc.) of the first meeting. It would be nice to enter in the reviews and then have the countdown to the next review begin based on the last completed review.

    296 votes
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    12 comments  ·  Client Reviews  ·  Admin →
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  12. Account Risk Tolerance and Time Horizon Fields

    It would be nice if the fields under an Account for Investment Objective, Time Horizon, and Risk Tolerance could match up with those of my BD new account forms. Currently only the Investment Objective list can be modified in RT. Could you make it so we could modify the lists for Risk Tolerance and Time Horizon as well thus creating a list of choices that match up with those of our respective BDs?
    Thanks.

    292 votes
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    23 comments  ·  Accounts  ·  Admin →
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  13. Open Activities from Today screen - order of Past Due

    When you choose "Past due" activities, it starts with the oldest, and separates them onto multiple pages. When you try to order newest to oldest, it only orders THAT PAGE, which is useless. I need to see my Past Due from the most recent to the oldest. There is no way to do that efficiently. You have to find your last page, order that page, work through that, then go to the next page and work through that. It's very clunky. Please allow ALL Past Due activities to be ordered from newest to oldest, not just the current page.

    285 votes
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    12 comments  ·  Activities  ·  Admin →
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  14. Workflow Complete Triggers Additional Workflow

    Completion of one workflow should be able to be a trigger event to another workflow. This would allow an automated bridge to connect related workflows.

    282 votes
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    10 comments  ·  Automations  ·  Admin →
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  15. Activity Completed Trigger

    Please add "activity completed" as a trigger for automation templates.

    283 votes
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    11 comments  ·  Automations  ·  Admin →
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  16. Create an Activity from the Opportunity Tracker

    Link the opportunity tracker to a new calandar entry for the next step process

    272 votes
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    25 comments  ·  Opportunities  ·  Admin →
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  17. Triggers

    It would be exponentially helpful to expand triggers to include options related to office processes! (ie, 'appointment completed', certain activity added to a calendar, workflows). This would create a lot of efficiency through automating those processes, versus the automation related to data that is currently offered.

    260 votes
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    12 comments  ·  Automations  ·  Admin →
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  18. Include Trusts in the Family Portfolio Value

    allow the family trusts and other entities with AUM to be linked so that it shows under family portfolio value. Instead of 'other dependent' include 'trust' or 'associated entity'

    258 votes
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    25 comments  ·  Family  ·  Admin →
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  19. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD so that each account that pulls from your feed wether its DST Vision or Albridge Solutions etc that it will show who the owner is and how it is titled, along with another with this all showing on the Reports. Right now we pull up RT or a Report of accounts and there is no ownership designation so could be an IRA or NQ or Joint we wouldn't know... Please have this viewable in RT and on the reports.

    251 votes
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    22 comments  ·  Accounts  ·  Admin →
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  20. Show the Details of the Actions done on the Timeline

    It would be very handy from a DoL documentation process to add a the ability to see who added notes in the timeline detail so that it easy to find should we get audited

    251 votes
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    14 comments  ·  Timeline  ·  Admin →
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