Chuck Vercellone

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  1. 6 votes
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    0 comments  ·  Redtail CRM » Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 137 votes
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    8 comments  ·  Redtail CRM » Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    I may have missed it but I don't see where this is any option to print or create a report that shows the beneficiaries of client accounts. We need to run reports showing who are IRA and TOD beneficiaries. Creating a custom export does not work as those fields are not available for selection. How was this issue missed?

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  3. 525 votes
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    77 comments  ·  Redtail CRM » Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    With so many households dropping land lines, mobile phone numbers are increasing becoming more important. As it stands, we have to copy the mobile number to the home number field in order to get a merge. This needs to be corrected! As usual, this issue has been under review since 2014 and no movement made in over 3 years!

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  4. 6 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 140 votes
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    13 comments  ·  Redtail CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    Would it be possible to give us the ability to add shading to the calendar to highlight the weekends. It would give clarity to the monthly calendar.

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  6. 62 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    We need to be able to print out our workflow templates, compete with steps, tasks, and outcomes. As it is now, the only workflow printouts we can get are for active workflows. Why is there no option to print our templates so they can be reviewed and noted with amendments? It would also make it easier if we could have a printout to show other advisors what we have created so they can determine if they would like a copy of it.

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  7. 75 votes
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    9 comments  ·  Redtail CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 732 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    First review date should be re-named "Last Review Date" - also need to able to manually enter a date - makes no sense to pick a day or date based on an arbitrary one month, two month, etc (So I pick an actual date and it falls on a a Saturday or Sunday, what then?). I understand the need to create automation but it doesn't fit every client - give us the option to enter a date manually.

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  9. 16 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    I realize this is a request that had been declined in the past but it is an issue, especially with a professional contact. I have a number of contacts that work out of their home and only provide an email address and phone number as contact but will also note the city/state. Currently I have to enter "no address" in the first address box to take the rest of the location.

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  10. 19 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 884 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 99 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    New format for adding activities is an improvement but we still need to be able to add multiple contacts on the first screen. It is a waste of time to have to add the activity and then add the additional contacts.

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    Chuck Vercellone commented  · 

    When adding multiple contacts to an activity it would be helpful if we could click on the contacts at one time before saving - if we are adding a husband and wife you have to add the first contact then select add contact to get the next one added - can't we search and highlight multiple contacts at one time and add them with a single click?

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  13. 463 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    Or is this done with an automation? You complete the new client workflow (on-boarding workflow, initial appt workflow - whatever you want to call it) and now you need to start a new account workflow, hourly consult workflow, financial plan workflow - whatever the new client came to you for. It seems to be basic that one workflow may lead into another.

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  14. 581 votes
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    39 comments  ·  Redtail CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  15. 398 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    Memberships need to be move visible as we use that to identify adult children - should be able to see the family tree from the main screen.

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    Chuck Vercellone commented  · 

    The membership (or relationship) box needs to show up on the main page - we use memberships to note the relationships of other adult family members and trust accounts- we shouldn't have to click two or three more times to move between the relationships!

  16. 42 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone shared this idea  · 
  17. 1,874 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    You can easily create this in the UDF field - add a field for the current year RMD amount and a field for systematic Y/N

  18. 91 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    Isn't that the Accounts tab?

  19. 36 votes
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    4 comments  ·  Redtail CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone supported this idea  · 
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    Chuck Vercellone commented  · 

    I can understand the issue of adding information to completed activities but could we be allowed to add a contact to a completed activity without having to uncomplete the activity first? It would be helpful to add the spouse that may have been missed. The notes would not have changed, this would just link the activity to the missing contact too.

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  20. 99 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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    Chuck Vercellone commented  · 

    I think the reason you can only see 3 weeks is each day expands with the number of activities listed.

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