Brenda
My feedback
7 results found
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57 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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107 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!
Brenda
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An error occurred while saving the comment Brenda
commented
PLEASE create the ability to run one report to list all beneficiaries for client's accounts (with option to run a family report from the family page).
For our purposes, we create (by hand at this time) a verification sheet for every client's appointment. This sheet is presented to client before appointment to ensure we have proper and all contact information, ssn, and beneficiaries are where they need to be (In some cases, death/divorce, clients forget or didn't think to update their beneficiaries. This verification process brings it to their attention.
The personal profile report is great for this purpose, but does NOT include beneficiaries for their accounts (although it DOES list their accounts). Hopefully, this is an easy thing to add to that report.
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1,371 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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101 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!
Brenda
supported this idea
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104 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Brenda
supported this idea
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91 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Brenda
commented
The idea to print a calendar (or anything for that matter), is to read it. However, the print out from Redtail calendar is approximately a 2 - 3 pt font. Nearly impossible to read and there are no options to change it. I also am unable to find a way to NOT print the weekends, as that serves no purpose for our business and might make the print out larger. Correcting this would be much appreciated. Thank you
Brenda
supported this idea
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77 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Brenda
supported this idea
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Brenda
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This would be great. My suggestion is to make them print under each account when you print a client portfolio summary (the accounts already print on a separate page, please add the beneficiaries under each account).