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Betty

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  1. 6 votes
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    Betty shared this idea  · 
  2. 1 vote
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  3. 44 votes
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    Betty supported this idea  · 
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    Betty commented  · 

    One column we would find helpful to include would be client status as that would help our staff prioritze work by our internally defined client status say if that's A, B, C staff would know to prioritize tasks for A clients over C clients

  4. 24 votes
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    Betty supported this idea  · 
  5. 1,348 votes
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    Betty supported this idea  · 
  6. 52 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Betty supported this idea  · 
  7. 41 votes
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    Betty commented  · 

    This will greatly improve our efficiency when we move the information to laser app especially with more of us using esignature capabilities for client signatures on forms. So if we have a client opening say 4 IRAs we don't have time type beneficiary info say 4 different time we can just pull them into the laser app from with name, ss# and date of birth. It would also be helpful to have the ability to add siblings in the family section too because of single people who don't have children oftne name their siblings.

    Betty supported this idea  · 
  8. 73 votes
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    Betty supported this idea  · 
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    Betty commented  · 

    Including Tag Groups

  9. 90 votes
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    Betty supported this idea  · 
  10. 411 votes
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