Ajg
My feedback
5 results found
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26 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
Ajg
supported this idea
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344 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Ajg
supported this idea
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9 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Ajg
supported this idea
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128 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Ajg
commented
Created by [USER] Trigger OR Created by [USER] condition...
the way it is now basically requires every individual advisor to purchase their own database which becomes problematic for teams or advisors who occasionally work with other advisors but primarily have their own book of business. Which essentially eliminates the entire concept of having multiple teams on one database as it is now.
Ajg
supported this idea
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50 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Ajg
commented
How is this not a feature from the get go on this product? We just setup a database with RT for the first time and now that we've discovered this is not available we are going to have to evaluate alternative CRM options like WealthBox. The entire goal in making a CRM change was to reduce the amount of clicks and save time for advisors - it is extremely inconvenient to have to manually set a field every single time you create a new contact. I guess the only solution within RT platform would be for each individual advisor to buy their own database, but that creates a multitude of other issues, and obviously multiplies the cost unnecessarily.
Ajg
supported this idea
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THIS. By default all sections should be collapsed with the ability to expand them. Also the ability to re-order the sections in the "Add Contact" form would save a ton of time. We only use like 3 sections of the new contact form, and the majority of the ones we don't use are right in the middle so I have to scroll down for ages to get to the fields I actually use.
Custom contact creation templates as well as display templates would be very helpful.