Tara Whittaker
My feedback
12 results found
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485 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!
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1,709 votes
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An error occurred while saving the comment Tara Whittaker
commented
Our development team is looking into this as an option, but we still do not have an ETA on implementing this feature. We understand it is an important one for many of you and are looking into restructuring the calendar and activities to allow this to happen. We appreciate your continued patience while we work on a solution for you.
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18 votes
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An error occurred while saving the comment Tara Whittaker
commented
We'd love to hear more details about the additional options you'd like to see!
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93 votes
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142 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment 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.An error occurred while saving the comment 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?
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42 votes
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An error occurred while saving the comment Tara Whittaker
commented
Hannah,
Thanks for the idea! I've moved it to the CRM section of UserVoice!
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901 votes
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An error occurred while saving the comment Tara Whittaker
commented
We'd love some examples of fields you'd like to see included in the Custom Exports feature!
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359 votes
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An error occurred while saving the comment Tara Whittaker
commented
ticket # 54695
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142 votes
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An error occurred while saving the comment Tara Whittaker
commented
ticket #68078
An error occurred while saving the comment Tara Whittaker
commented
search incoming and outgoing email for trigger words or phrases to insure emailis not being misused (ticket #68327)
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45 votes
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An error occurred while saving the comment 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
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485 votes
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An error occurred while saving the comment 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
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1,199 votes
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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!