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Chuck Vercellone

← Customer Feedback for Redtail Technology

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  1. newest update - can't view contact names while looking at calendar unless you hover over "2 Contacts"

    40 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  2. Please change back the calendar view to include contacts names intead of just saying 2 contacts

    33 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  3. Reverse New Feature - # contact not contact names listed on Calendar view

    50 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  4. In the Calendar, show Contact Names in task when there are 2 linked Contacts

    86 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  5. please put names back and remove icon for multiple client names

    84 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  6. Calendar View - Show Names Again

    87 votes
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    2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  7. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Chuck Vercellone supported this idea  · 
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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

  8. Tag Group and and Client Lists - Data Export and Printing Options

    94 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Chuck Vercellone commented  · 

    Admin responded in 2020 yet no progress is made! This is a no-brainer - should be able to run a report showing the tag groups assigned to clients

    Chuck Vercellone supported this idea  · 

  9. Copy note to additional contact

    10 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Chuck Vercellone shared this idea  · 

  10. copy note

    32 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  11. Link ALL accounts to an activity with one click

    27 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  12. when linking accounts to activities can you add ability to link multiple accounts at a time

    58 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Chuck Vercellone supported this idea  · 

  13. AUM total

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

  14. ADD THE TODAY BUTTON BACK ON THE CALENDAR SCREEN!!!!!!!!!!

    3 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Chuck Vercellone shared this idea  · 

  15. archived emails and searches

    3 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Chuck Vercellone shared this idea  · 

  16. Contacts > Accounts > Display Account Title/Name

    44 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This 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!

    Chuck Vercellone supported this idea  · 

  17. Account Nickname

    47 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This 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!

    Chuck Vercellone supported this idea  · 

  18. Remove Closed Accounts from Reporting Under Account Type

    72 votes
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    11 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Chuck Vercellone commented  · 

    Any movement here????? It's been years and the account type report is still of NO USE if it's going to include closed accounts. What's the holdup. Redtail used to be much better about fixing issues - do you no longer care?

    08/22/2023: Why has this post been awaiting Moderator Approval since February 6?

    12-05-2023: EITHER APPROVE THIS POST OR DELETE IT! YOUR SERVICE HAS BEEN DISMAL AND I'M NOT SEEING ANY IMPROVEMENT! YOU OBVIOUSLY DON'T GIVE A **** ABOUT THE USERS!!!!

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    Chuck Vercellone commented  · 

    Any movement here yet? I don't understand the delay - this feature is worthless if you continue to include closed accounts in the graphics and information. This should show only open accounts! Here we are a full 2 years beyond Redtail noting the issue is being discussed.

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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  · 

  19. Broadcast email and email addresses

    12 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Chuck Vercellone shared this idea  · 

  20. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Chuck Vercellone commented  · 

    as of 10-15-2022 there are 1208 votes on this issue yet no movement! Why do we bother to provide feedback if they aren't going to listen?

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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  · 
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