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Allen Kozel

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4 results found

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

    1,374 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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  2. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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  3. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Allen Kozel commented  · 

    Not sure why Risk Tolerance and Investment objective were left off as possible fields for a custom export template. I would think those are two of the biggest peices of information needed on a KYC type of report.

    Allen Kozel supported this idea  · 
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    Allen Kozel commented  · 

    Add Account Level UDFs to the custom export template. You have the ability from the contact level to included UDFs in a custom export not sure why you don't have the ability on the account level UDFs.

  4. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Allen Kozel supported this idea  · 

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