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Gina Pederson

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. I need to see clients trust accounts on their Contact page.

    79 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Gina Pederson supported this idea  · 

  2. Include Trusts in the Family Portfolio Value

    258 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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    Gina Pederson supported this idea  · 

  3. Filter Activity Reports by contact status

    49 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Gina Pederson supported this idea  · 

  4. Client Review Report

    99 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Gina Pederson supported this idea  · 

  5. custom reports

    39 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Gina Pederson supported this idea  · 

  6. Contact Options - Reports

    27 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Gina Pederson supported this idea  · 

  7. Beneficiary report

    19 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Gina Pederson supported this idea  · 

  8. Albridge Feed Missing Company Name and Registration Type

    190 votes
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    19 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Gina Pederson commented  · 

    This really needs to happen in order for us to use Redtail in the manner I envisioned 10 years ago! PLEASE!!!

    Gina Pederson supported this idea  · 

  9. 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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    Gina Pederson commented  · 

    I would like to be able to access a checklist (drop down) list of some kind to indicate what type of appointment the client is having. For example, if it's a review, you could mark it as a review and it would automatically update or populate the "last review date". You should be able to have a list of past review dates. Get rid of the confusion, we don't schedule appointments by the first Tuesday of the 6 month of the year.

    Gina Pederson supported this idea  · 

  10. Add fields to comply with the "know your client" FINRA requirements

    148 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Gina Pederson supported this idea  · 

  11. Add more fields under beneficiaries

    503 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Gina Pederson supported this idea  · 

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