Filter indiviual advisor's client's birthday reminders.
On the calendar, add the ability to filter out a specific advisor's client's birthday reminders.
Ex: In the Richmond, VA office you could have a choice to just see the Richmond Advisor's client's birthday reminders on the calendar.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
Also, please allow us to filter by Status and Category. For example, I want to be able to look at active client's BDay, not former clients, Do not Contact records, or prospect/leads. But have the option to select each category as needed.
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Anonymous commented
We need to have birthdays specific to the users list. I don't know why this hasn't already been fixed.
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Anonymous commented
Filter "today's birthdays" that show on the dashboard to reflect specific advisor's clients.
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Kirsten Renvyle commented
I work for two different advisors who work under the same Retail profile, and when running Birthday Reminders all clients come up. It would be helpful if there was a way to filter the Birthday Reminders by advisor, because one advisor doesn't need to be reminded of the other's client's birthdays.
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Dawn Thornton commented
This is a major issue in our office. Please address quickly.
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Anonymous commented
On the overview page the "Contact's By" Status, category and source currently are displayed for everyone. It would be really nice to be able to drill down and show it per advisor / representative. We are able to do this for the notes and activities, I think it would make this overview page more meaningful if you can be specific to your own activities.
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Joanne Burks commented
Advisors want to see birthday reminders for their clients only. Adding the ability to sort birthday reminders by Advisor would allow for quick view on the calendar or in a Quicklist not cluttered by other detail that is not needed
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Brett Sutherland commented
Ditto.
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Jodi Paulen commented
Be able to filter birthdays on calendar to only the servicing advisor. Right now, every advisors calendar is flooded with all birthdays for all contacts in the database, whether or not they are assigned to them or not.
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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.
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Stephanie Kelm commented
I suggest you filter the reminders by servicing advisor. We have five reps in our office and they do not need to see everyone's reminders. It just becomes cluttered and messy.