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Daniel Porter

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11 results found

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

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    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  · 
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    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
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Daniel Porter supported this idea  · 

  3. Client Review Report

    89 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Daniel Porter supported this idea  · 

  4. Risk tolerance options in Redtail Tailwag

    153 votes
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    9 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Daniel Porter supported this idea  · 

  5. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Daniel Porter commented  · 

    Would be nice to have a three to four page personal profile form. Possibly call it "Profile Detail." Currently the only exports are big tables. The Profile detail can also serve as a partially completed fact finder / summary report to get ready for a meeting. Advisors will want it as the cover sheet, when they go to meet with a client.

  6. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    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.

  7. Tracking maiden names and name changes.

    174 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    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.

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

    242 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    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.

  9. Activities saved as draft

    332 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Daniel Porter supported this idea  · 

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

    249 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Daniel Porter supported this idea  · 

  11. Delete UDF in Bulk

    47 votes
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    6 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    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.

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