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Megan Poehlmann

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Megan Poehlmann supported this idea  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Megan Poehlmann supported this idea  · 

  3. Need a spot to add beneficiary info without creating beneficiary as a contact.

    214 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Megan Poehlmann supported this idea  · 

  4. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Megan Poehlmann supported this idea  · 

  5. Notification when ID expires

    116 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Megan Poehlmann commented  · 

    Also, could you set up the reminder reports to allow the Driver's License Expiration Dates to include both the client and his/her spouse? This would be highly beneficial in aiding financial firms to keep their household books and records current; a highly regulated area of business within the industry.

    An error occurred while saving the comment
    Megan Poehlmann commented  · 

    Like the Birthday reminder; How about a reminder when a client's Driver's License is 30 days from expiration?

    Driver's License 30 notice to expiration would be a very valuable service to our clients and another high value touch point

    Megan Poehlmann supported this idea  · 

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