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Daniel Porter

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  1. 1,348 votes
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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. 78 votes
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    Daniel Porter supported this idea  · 
  3. 86 votes
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    Daniel Porter supported this idea  · 
  4. 82 votes
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    Daniel Porter commented  · 

    Thank you for fixing it on Monday morning, but this is the second time since February that Redtail was very messed up for Saturday and Sunday. Please supervise the programmers for smoother weekends. You've got a great CRM, I know you can protect it and keep it running smooth.

    1. Thank you - Clicking on Past due items at the top of the client screen now brings up past due items, instead of today's activities.
    2. Thank you - Clicking on Activities on the left now brings up open activities, instead of today's activities.
    3. Thank you - The "Open activities for the next 30 days" in the middle of the client page was changed back to include past due items.

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    Daniel Porter commented  · 

    Please don't jerk around with the data. For an Advisor, my CRM is my livelihood. I take it very seriously. Without easily accessible, ACCURATE data, I'm out of business.

    I came into the office on Saturday night to get caught up and get a jump on next week. I spent a long time trying to re-enter last weeks activities that had disappeared. I selected the client, clicked on "Activities" and Oh bummer ... the meeting appointments and the rollover activities, insurance activities, and outlines for the rebalance of an existing account activities were GONE. I noticed the number of past due activities was growing as I tried to re-enter the lost data, but when I clicked on "Past Due Activities", that was empty. Once I figured out it was a Redtail default date range programming error, I had to go back and delete the duplicates. Then, I started the process of contacting customer service and try to write a suggestion as kindly as possible. Please have a former advisor with insurance and investment management industry experience supervise the programmers. You have effective programmers that are excited to generate a big list of changes, but you need someone with industry wisdom to guide them. Changes for the sake of generating a big list of changes can be very counter productive, if you scare and frustrate your financial advisors.

    The financial business is a high trust environment. Clients trust advisors to hold, keep and track their hard earned money. Advisors trust Redtail to hold, keep and track the precious details of their client relationships. When the data appears gone ... well ... you know how a person feels when their money is missing.

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  5. 75 votes
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    Daniel Porter commented  · 

    This is a tough one. Companies have multiple locations in the same city.

  6. 153 votes
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    Daniel Porter supported this idea  · 
  7. 462 votes
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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.

  8. 146 votes
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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.

  9. 174 votes
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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.

  10. 239 votes
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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.

  11. 20 votes
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    Daniel Porter commented  · 

    In the help section there could be more specific best practices for each feature without watching an hour long video. A best practice her is to change the job title to "Retired" on the main contact screen. The "Employments" subsection under Professional contacts has this feature to track termination from each place of work.

  12. 14 votes
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    Daniel Porter commented  · 

    Another option is Family Total under the Individual Total to include the spouse and kid's UTMA accounts.

  13. 329 votes
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    Daniel Porter supported this idea  · 
  14. 246 votes
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    Daniel Porter supported this idea  · 
  15. 45 votes
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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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