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59 results found

  1. custom exports add activity category

    Please add the Activity Category Fields to the custom exports. When trying to determine a client's last review date, try as I might, I cannot find an adequate reporting option in Redtail. The "Know Your Client" first review date and frequency data is only as good as a client's "perfect attendance right on schedule." Any variation and it no longer provides the data needed.

    44 votes
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  2. 22 votes
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  3. annual review

    It would be extremely helpful to have an annual review tab for contacts with specific fields or the ability to upload the PDF form we use for annual reviews that can be filled online and saved to the client's documents.
    The fields we currently use are:
    - Account numbers reviewed
    - Meeting date
    - Review completed - in person, e-mail, Phone, video conference (pick)
    - Reviewed Financial Status - with radials (Did not Review, Reviewed no change, Reviewed and changes proposed) Then a box for comment.
    - Reviewed Risk Tolerance - with radials (Did not Review, Reviewed no change, Reviewed…

    48 votes
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  4. Client review "reminder" should jive with actual dates on calendar as "activity"

    Please revise "first review" as "last review" and have "next review" equal the actual activity date on categorized "review" after it is scheduled. Although seemingly automated, our firm will need to re-enter "first review" to actual scheduled review each year to remain accurate and in compliance with annual advisory meeting requirements. Please have this "reminder" based (say, 2 weeks ahead?) on actual date. Also, as below, no need for week # and day of the week. Way too much input work, and completely unnecessary. This reminder tool is currently more work than it's worth because it is inaccurate. Thanks.

    30 votes
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  5. reviews

    I love the feature of having the reminder every 12 months or 6 months but Once you get the reminder there is no way to say its done or mark it off. They show last activity but there should be a way to mark the activity as a review and that way it can report back and schedule 6 months from there for the reminder. The only way to know its complete is the notes which is fine but if you are the contact not looking for review specifically you might not know when they call they are past due.…

    58 votes
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  6. Create a Client Review at the Household Level

    How about an option for setting the client review section at a household level instead of just on the client level? This way we only have to update once, not on the HofH, the spouse, each child, and even each dependent parent.

    111 votes
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  7. Change First Review to Last Review under Client Review

    Instead of "First Review" as the selection under Client Review, would rather have it phrased as "Last Review". The review dates are never going to always be the same day of the designated cycle. Better to change as they are scheduled.

    431 votes
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  8. Be Able to Keep Track of Multiple Review Dates for One Client

    Is there any way we can get two more slots for different reviews? We need one for Life Insurance Reviews and one for State Planning Reviews. This would be beneficially for the clients that have just insurance accounts with us, as well as State Planning accounts. This would also help for us to know which clients are only Insurance and State.

    24 votes
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  9. Automatically update last review date in client review section

    It would be nice if I could schedule a client meeting on the calendar and complete it then the date would auto fill in the the first review date of the client review field under know your client.

    104 votes
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  10. Create a search for missing client review data

    I would like to see an advanced search feature to show if the client review update frequency or client review date IS EMPTY or IS NOT EMPTY.

    79 votes
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  11. Automations: Make the Know your Client Review Date a Trigger Event

    The Last/Next Review Date fields in the Know Your Client section is something our practice uses to help schedule the next review date for each client, rather than creating an activity for it, to help minimize the data footprint of each contact record (because there is enough "clutter" on record). If there were a way to make either of these fields, or both, a trigger event for an automation template(i.e. linking a Review Meeting workflow)...I believe it would enhance the Redtail experience.

    756 votes
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  12. Make it possible to change a client's next review date without changing first review date!

    It is frustrating when we need to move a client's 'next review date' to another month - go to Edit and only option is to change 'FIRST review date' thus losing that information; there should be an option to change 'NEXT review date.'

    561 votes
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  13. Review Frequency should be More Flexible

    I suggest that for the review frequency you make so that you DON'T have to fill out every little piece to it. i.e. If the client likes to meet once a year typically in March, you can select just that verus taking the next step and selecting Friday and then the 3rd week of..

    315 votes
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  14. 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

    342 votes
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  15. Remove Review Date when Client Status = Terminated

    when you terminate a client, their review date should be automatically removed so they stop showing up on the review date reminder

    97 votes
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  16. 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.

    187 votes
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  17. 40 votes
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  18. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    know your client, client review tab should read "last review" and if the next review is not completed on time, it should read "overdue"

    1,250 votes
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  19. Please add the option to a bulk 'Review Frequency' change

    It would be a great help if we had the ability to change the review frequency for more than one client at a time. From the search page under 'Options' have the option 'Bulk Review Frequency Change'

    46 votes
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