Chuck Vercellone

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  1. 6 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Flag idea as inappropriate…  ·  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?

  2. 6 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Flag idea as inappropriate…  ·  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  · 
  3. 10 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Flag idea as inappropriate…  ·  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  · 
  4. 28 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
  5. 50 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →

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  6. 71 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 40 votes
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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 7 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 75 votes
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    2 comments  ·  Redtail CRM » Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 10 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 6 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 4 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Flag idea as inappropriate…  ·  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  · 
  13. 14 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Flag idea as inappropriate…  ·  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  · 
  14. 1,205 votes
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    63 comments  ·  Redtail CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    I am amazed that with Reg BI, Covid, and the myriad of federal regs that appear annually, improving the Client Review section would garner a higher level of urgency at Redtail. This category (as has the similar others) been on the list for some 5-10 years and the last notice posted from technology is 9-12 months ago. As we need to operate as fiduciaries (and the brokerage community is moving closer to that standard), we need better record keeping and processes to maintain our client relationships (and to provide CYA)!

    Chuck Vercellone supported this idea  · 
  15. 30 votes
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    5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  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  · 
  16. 15 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 21 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  18. 9 votes
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    1 comment  ·  Redtail CRM » Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    I'm confused by more than 100 things to accomplish in a day. If 100 items take an average of 15 minutes per activity to complete, that would take 25 hours of the 24 hour day. Are you including activities that are assigned to others in the practice? Perhaps having the option to filter by "Assigned To" would solve the problem.

  19. 297 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →

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  20. 349 votes
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    13 comments  ·  Redtail CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
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    Chuck Vercellone commented  · 

    Also need to take into account weekends. I have workflows for reviews set for 2 days prior to the meeting to ensure information has been reviewed and any new forms have been prepared. If the review appointment is set for a Tuesday or Wednesday, the workflow task falls on Saturday or Sunday - these should default to the Friday before when weekends become the task date.

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