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Tara Whittaker

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  1. 491 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    Tara Whittaker commented  · 

    You can definitely enter more than 3 emails in the client record, and have them all captured in Email History. For more help with this, contact our email support team at support@redtailtechnology.com!

  2. 18 votes
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    Tara Whittaker commented  · 

    We'd love to hear more details about the additional options you'd like to see!

  3. 93 votes
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  4. 145 votes
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    Tara Whittaker commented  · 

    Thanks for the idea, Andrew!
    We'll take a look at some of the New Account forms we can get a hold of to survey what should be added.

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    Tara Whittaker commented  · 

    We'd love to know which additional fields you'd like added. From initial research, I've found that FINRA requires information about a client's:

    age;
    other investments;
    financial situation and needs, which might include questions about annual income and liquid net worth;
    tax status, such as marginal tax rate;
    investment objectives, which might include generating income, funding retirement, buying a home, preserving wealth or market speculation;
    investment experience;
    investment time horizon, such as the expected time available to achieve a particular financial goal;
    liquidity needs, which is the customer’s need to convert investments to cash without incurring significant loss in value; and
    risk tolerance, which is a customer’s willingness to risk losing some or all of the original investment in exchange for greater potential returns.

    In addition, the SEC requires firms to attempt to obtain a customer’s:
    name,
    tax identification number,
    address,
    telephone number,
    date of birth,
    employment status,
    annual income,
    net worth (excluding primary residence),
    and investment objectives regarding certain accounts.

    We have fields for all of these requirements in each Contact's record! Are there additional fields that should be added, or existing fields that should be changed?

  5. 42 votes
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    Tara Whittaker commented  · 

    Hannah,

    Thanks for the idea! I've moved it to the CRM section of UserVoice!

  6. 913 votes
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    Tara Whittaker commented  · 

    We'd love some examples of fields you'd like to see included in the Custom Exports feature!

  7. 359 votes
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    Tara Whittaker commented  · 

    ticket # 54695

  8. 142 votes
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    15 comments  ·  Redtail CRM » Email  ·  Admin →
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    Tara Whittaker commented  · 

    ticket #68078

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    Tara Whittaker commented  · 

    search incoming and outgoing email for trigger words or phrases to insure emailis not being misused (ticket #68327)

  9. 45 votes
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    Tara Whittaker commented  · 

    Somehow the profile form needs to become a document that the client can fill in which will then auto-populate the appropriate CRM fields (currently it only goes one-way).

    Tara Whittaker supported this idea  · 
  10. 497 votes
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    Tara Whittaker commented  · 

    add new workflow triggers, like a trigger for when you create a new activity, or add the ability to create custom workflow triggers

    Tara Whittaker supported this idea  · 
  11. 1,226 votes
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