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Gina Pederson

← Customer Feedback for Redtail Technology

My feedback

22 results found

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

    78 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Gina Pederson supported this idea  · 

  2. Include Trusts in the Family Portfolio Value

    251 votes
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    24 comments  ·  Redtail CRM » Family  ·  Admin →
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    Gina Pederson supported this idea  · 

  3. Filter Activity Reports by contact status

    40 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

    83 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

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

  6. provide a place for us to put our company name, contact info, logo, and/or tagline on reports.

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

  7. SHOW BENEFICIARY INFO IN CUSTOM REPORTS

    137 votes
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    8 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Gina Pederson supported this idea  · 

  8. Contact Options - Reports

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

  9. Add a Report for Advisors to get a breakdown of AuM per client, and on their contact (client/book of business) as a whole

    9 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Gina Pederson supported this idea  · 

  10. Contact by AUM report

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

  11. AUM Historical Tracker

    40 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Gina Pederson supported this idea  · 

  12. AUM - Report AUM growth periodically

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

  13. We need a company spreadsheet showing all Joint Accounts with the joint owner listed next to them.

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

  14. Beneficiary report

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

  15. Reports > Contacts By Review Frequency > Filters > Add All, Quarterly, and Servicing Advisor

    9 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Gina Pederson supported this idea  · 

  16. Customizing reports

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

  17. Albridge Feed Missing Company Name and Registration Type

    169 votes
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    16 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  · 

  18. In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year

    115 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Gina Pederson supported this idea  · 

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

    1,253 votes
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    65 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  · 

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

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