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Chuck Vercellone

← Customer Feedback for Redtail Technology

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94 results found

  1. broadcast email

    70 votes
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    3 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  2. Include Trusts in the Family Portfolio Value

    248 votes
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    24 comments  ·  Redtail CRM » Family  ·  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  · 

  3. riskalyze

    12 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  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  · 

  4. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    196 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  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.

    Chuck Vercellone supported this idea  · 

  5. View past due Workflow activities / Roll forward past due Workflow Activities

    29 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  6. attach activity to workflow

    61 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  7. I would like to be able to choose a note category using mobile assistant

    6 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    Chuck Vercellone commented  · 

    Every note comes back as "Client Service" even when I dictate the category it belongs to. Is this a Redtail or Mobile Assistant issue?

  8. More information in account linking - Not Commpleted

    6 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone commented  · 

    This has been an issue for years - adding a link to an account when client has multiple accounts is a nightmare - is it an IRA, is it a Roth, is it a BDA IRA, is it a trust account, is it a joint account? Please also show the type and registration name so we know what we are linking.

    Chuck Vercellone supported this idea  · 

  9. Include account type when linking the account number to an activity

    10 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Chuck Vercellone commented  · 

    This has been an issue for years - adding a link to an account when client has multiple accounts is a nightmare - is it an IRA, is it a Roth, is it a BDA IRA, is it a trust account, is it a joint account? Please also show the type and registration name so we know what we are linking.

    Chuck Vercellone supported this idea  · 

  10. Visible alerts

    28 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  11. notification of calendar activity

    52 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  12. Alerts and Alarms

    71 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  13. Alerts for Schedule Appointments

    46 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  14. Account Owner Report

    7 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Chuck Vercellone shared this idea  · 

  15. Enable text editor to accept color in the body of an email

    75 votes
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    2 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  16. Suggestion for e-mail blast

    16 votes
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    1 comment  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  17. formatting

    9 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Chuck Vercellone shared this idea  · 

  18. recurring activity

    4 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone commented  · 

    This is a no brainer - I have a recurring activity for my monthly e-newsletter. If I add a note that it's been written and sent to compliance that note shows on all future activities. The notes should not carry over to the future, they are notes on the activity for that date!

    Chuck Vercellone supported this idea  · 

  19. weekly view of calendar needs to show attendees, just like monthly view

    14 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone commented  · 

    Weekly and Daily needs to show attendees just like the monthly view - when printing, the attendee information prints on the side but if more than one is listed it shows as "Contacts: 2 linked" - we need to see who they are, either on the calendar itself or on the side.

    Chuck Vercellone supported this idea  · 

  20. udf report filter improvement

    30 votes
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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Chuck Vercellone commented  · 

    I have a survey completed for COVID related meetings asking clients if they are comfortable resuming face-to-face meetings, comfortable resuming face-to-face meetings with safety precautions, or prefer to continue with virtual/phone consultations. Why can't I print out a report showing all clients with their preference? I have to run 3 reports with each answer, that is not only a waste of time it also is not good customer service, especially in these trying times. This is a suggestion that needs to be fast-tracked due to current conditions.

    Chuck Vercellone supported this idea  · 
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