Chuck Vercellone

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  1. 19 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
  2. 39 votes
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    3 comments  ·  Redtail CRM » Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
  3. 78 votes
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    8 comments  ·  Redtail CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    Is there any new movement on this issue? I am wasting quite a bit of time getting the notes attached to the correct activity.

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    Chuck Vercellone commented  · 

    Please push to add this feature. With Covid19 I am scheduling more calls/video conferences with clients - as the activity for the meeting is on the calendar, and I am using Mobile Assistant for dictation, the notes are automatically being attached to the client file. I am having to copy the note to add it to the notes tab in the activity so I have the entire meeting in one place and deleting the prior note from Mobile Assistant so there are not 2 versions of the same note. I would much more efficient if I could just select the notes tab in the activity and select "attach an existing note" instead.

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    Chuck Vercellone commented  · 

    Why can we not link a note to an open/existing activity. We can create a new activity from a note but not link a new note to an existing activity. I use Mobile Assistant and will dictate notes from a client meeting. I would like the note to show up in the activity to keep things together. I am having to copy and paste from the note to the note section in the activity then delete the prior note so there not 2 copies. We should be able to open the note and link it to the activity.

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    Chuck Vercellone commented  · 

    Especially when using Mobile Assistant. You dictate a note for an appointment but the note doesn't come in for 8 business hours, and then it comes in as a note attached the client. The dictation is CYA on the activity. Should be able to attach it directly to an existing activity to keep the notes organinzed.

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    Chuck Vercellone commented  · 

    When using Mobil Assistant to dictate a note, it is placed automatically in the notes section. When that note relates to an activity, it would be great if, instead of copy and pasting in the linked notes area of the activity, we could search for an existing note and create the link there. (I like to see the notes for the activity when I am looking at the completed activity when I am reviewing for the next meeting)

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  4. 239 votes
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    21 comments  ·  Redtail CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    5 years later from first post and 17 months after review and yet no movement here. I don't understand what takes so long to make this logical change. Looking at an acct number with a not of the investment type does us no good, especially when there is more than one of the same type (2 529 plans - which one belongs to which beneficiary????). Come on RT - let's see some action!

    Chuck Vercellone supported this idea  · 
  5. 69 votes
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    9 comments  ·  Redtail CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    I knew I shouldn't have checked the progress here - As of 7/14/21 it's now been 19 months since Redtail has noted the issue as received and in discussion yet I still show more than 37% of my accounts as "Other" and they are all closed accounts. Either fix the issue to exclude closed accounts (how hard can that be to add a filter?) or delete the screen as it continues to be useless!

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    Chuck Vercellone commented  · 

    Here we are some 10 months after a response and closed accounts still show in the account total on the AUM graph. WHY CAN'T YOU REMOVE CLOSED ACCOUNTS FROM THE TOTALS? This page is totally worthless as the information contained does not reflect actual holdings. We need some movement here!

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    Chuck Vercellone commented  · 

    Not sure what the lag here is - seems it would be simple to just filter out the closed accounts by default. I show "Other" representing 38.6% of my total accounts (305 "other" accounts) yet 100% of the accounts listed as "Other" are closed accounts. Why do we have something on the screen if it has absolutely no value whatsoever?

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    Chuck Vercellone commented  · 

    OK, so you've acknowledges this suggestion has been received but no urgency on fixing this issue. The account by type chart is absolutely useless as it currently stands as the chart is based on # of accounts and closed accounts are included. If you are not going to fix this graph, how about adding a graph based on account value so closed accounts are automatically eliminated as they have a $0 value.

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    Chuck Vercellone commented  · 

    When viewing the Accounts Tab the pie chart for "Accounts by Type" includes the number of closed accounts in the totals. That makes no sense at all to include closed accounts. My chart shows 303 "Other" types for a total of 39.1% of my total accounts. However, when pulling a report of "Other" and filtering out "Closed" the number drops to 0. The chart should only show active open accounts.

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    Chuck Vercellone commented  · 

    I agree - since the inclusion of accounts I have repaired the account type on all open accounts but the graph says I have 41.6% accounts noted as "Other". If I filter out closed accounts there are no "Other" accounts that are noted as Open. Why do closed accounts show up in the graph? It makes no sense. Closed accounts should be excluded by default.

    Chuck Vercellone supported this idea  · 
  6. 14 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 17 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 13 votes
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    1 comment  ·  Redtail CRM » Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    Agreed - annoying that the default field is this and not the name

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  9. 12 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    This is also noted in another suggestion holding 68 votes - it's noted as received and under discussion but has been for some time. I don't understand what the issue is here - seems a no-brainer that closed accounts should not be accounted for on this screen - does not give an accurate picture of the practice.

    https://feedback.redtailtechnology.com/forums/281220-redtail-crm/suggestions/32933644-remove-closed-accounts-from-reporting-under-accoun

    Chuck Vercellone supported this idea  · 
  10. 31 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    If there is no due date, the workflow does not show up on a calendar or the Dashboard. Things are falling through the cracks as it becomes out of sight, out of mind. At least create a filter on the Dashboard so we can see all workflows, whether or not they are due that day

    Chuck Vercellone supported this idea  · 
  11. 10 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 23 votes
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    1 comment  ·  Redtail CRM » Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    Broadcast emails are still in the stone age! We need to be able to add superscript for footnotes, and have more choice in font size and style

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  13. 17 votes
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    1 comment  ·  Redtail CRM » Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    Formatting of broadcast emails is still in the stone age - we need to adjust fonts, add superscript for footnotes, import a picture, etc.

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  14. 70 votes
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    3 comments  ·  Redtail CRM » Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
  15. 242 votes
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    23 comments  ·  Redtail CRM » Family  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    Work around in having the trust show up in the accounts section - When entering the ownership of the account, list the grantor first and list the trust as the joint account holder - account will now show up when viewing the family accounts

    Chuck Vercellone supported this idea  · 
  16. 12 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    Why did you remove the Riskzalyze score from the accounts screen? We now have to access the integrations tab and select Riskalyze to see the score - makes no sense that you add 2 steps to see what had previously been available right on the accounts page. Please put the score back where it belongs

    Chuck Vercellone supported this idea  · 
  17. 169 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    Agree - open workflows need to be seen from the dashboard and not just activities that are due on that date - should show current and past due (with date due) workflow tasks otherwise things are falling through the cracks.

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  18. 17 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
  19. 46 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  20. 6 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone shared this idea  · 
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