Skip to content

Daniel Porter

← Customer Feedback for Redtail Technology

My feedback

10 results found

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

    1,407 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    71 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Daniel Porter commented  · 

    If the family members were a pop up as the result of a right click, that would be awesome.
    (Like clicking on the ... in the "Latest Notes")

    Daniel Porter supported this idea  · 
    An error occurred while saving the comment
    Daniel Porter commented  · 

    I set up the family tree in "Important Information" trying to link everyone in memberships was too hard. Also trying to find all the family members when the kids got married became problematic. This also saved time in not having to set up each child as a contact.

  2. I need to see clients trust accounts on their Contact page.

    79 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Daniel Porter supported this idea  · 

  3. Client Review Report

    99 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Daniel Porter supported this idea  · 

  4. Risk tolerance options in Redtail Tailwag

    153 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    9 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Daniel Porter supported this idea  · 

  5. Please add Memberships to the Profile Form

    146 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Daniel Porter commented  · 

    Maybe add an additional report called "Profile with Detail" that could have many of the main fields. The report would be three to four pages, but it will be greatly appreciated and advisors would have a summary to take to client meetings. Currently the only exports are a big table that doesn't lend well to taking to a client meeting. Client Income, risk tolerance ... are some of the additional fields. It would function as a partial fact finder. The last page could be the "Important Information" field.

  6. Tracking maiden names and name changes.

    183 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Daniel Porter commented  · 

    Good idea. A potential best practice is to change the real client account to the new name. Then set up a bogus client with the old name and one single note that points you to their new name. Nothing is lost, because the changed account has the correct name going forward and all their history.

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

    251 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Daniel Porter commented  · 

    Not sure if this is a best practice, but I edited the account number to add the first name of the primary owner and the account type. This is a super help when linking accounts to notes and activities.

  8. Activities saved as draft

    335 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Daniel Porter supported this idea  · 

  9. Show the Details of the Actions done on the Timeline

    251 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Daniel Porter supported this idea  · 

  10. Delete UDF in Bulk

    50 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    6 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Daniel Porter commented  · 

    Potential Best Practice way to handle ... Set up UDF called "RMD 2016". Then answer it during the year. Next year set up new user defined field "RMD 2017." Then delete the "RMD 2016" in the Manage Database Lists to make it go away.

Feedback and Knowledge Base

(thinking…)