Chuck Vercellone
My feedback
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1,371 votes
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An error occurred while saving the comment An error occurred while saving the comment Chuck Vercellone
commented
Last time I commented (Aug-Sept 2018) this feedback had 408 votes, it's now 944 as of 6/20/19. It's obviously a desired item. What's the holdup?
An error occurred while saving the comment Chuck Vercellone
commented
This doesn't need to be revisted as much as it needs to be VISITED! 408 votes here that this item needs to be improved. What is the holdup?
An error occurred while saving the comment Chuck Vercellone
commented
An improved family tree is great! If contacts are noted as parents/children in the membership listing, they should be added to the family tree.
Chuck Vercellone
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An error occurred while saving the comment Chuck Vercellone
commented
On the old Tailwag there was a box showing all the family members on the main screen. Now you have to click through to get to the information. Family Members should show on the first page of a client contact.
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9 votes
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Chuck Vercellone
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27 votes
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An error occurred while saving the comment Chuck Vercellone
commented
When running a report on completed activities all we can see is if there is a note attached and how many. We should be able to see the actual note. The only notes we do see is anything entered into the description box not the actual note attachment. We can run a notes report and see the notes but we can't filter to just see notes attached to specific activities (i.e. appointments vs calls).
Chuck Vercellone
supported this idea
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421 votes
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An error occurred while saving the comment Chuck Vercellone
commented
One of my UDF's is the date of the last Client Data Sheet. Since these need to be updated every 2-3 years, it would be EXTREMELY helpful if we could do an advanced search on UDFs so we could easily find those that are out-of-date. We can run a UDF report but since it's just a report, we can't assign a bulk activity to any that make the list.
Chuck Vercellone
supported this idea
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452 votes
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An error occurred while saving the comment Chuck Vercellone
commented
Up to 258 votes from the 150 I noted June 2018 and yet there is still no action here. What is the holdup?????
An error occurred while saving the comment Chuck Vercellone
commented
There are more than 150votes on this issue, it's obviously a sore spot with advisors. First Review Date should be titled Last Review Date (reason is self-explanatory) and the we should be able to manually enter a next review date, not have it automatically calculated (monthly, every 3 months, on the 15th will put reviews on Saturday's and Sunday's). This suggestion has been open since 2017 - is there ever going to be any action on this????
An error occurred while saving the comment 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.
Chuck Vercellone
supported this idea
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570 votes
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An error occurred while saving the comment Chuck Vercellone
commented
The simple, most logical fix to this issue is to not create a next review on the calendar as an appointment but to add a phone call or a task to book the next review at some future date. That way we can control the meeting. But we need to be able to actually set the date for the activity and not rely on some arbitrary "x" months in the future (dates often end up on holidays or weekends). Not sure why this issue has not been addressed in the past 3.5 years with this many votes to fix!!!
An error occurred while saving the comment Chuck Vercellone
commented
There are more than 300 votes on this issue, it's obviously a sore spot with advisors. First Review Date should be titled Last Review Date (reason is self-explanatory) and the we should be able to manually enter a next review date, not have it automatically calculated (monthly, every 3 months, on the 15th will put reviews on Saturday's and Sunday's). This suggestion has been open since 2015 - is there ever going to be any action on this????
An error occurred while saving the comment 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.
Chuck Vercellone
supported this idea
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15 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Chuck Vercellone
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735 votes
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An error occurred while saving the comment Chuck Vercellone
commented
There are a couple of programs that will handle this and integrate with Redtail. ScheduleOnce (I use) integrates automatically with Microsoft Exchange and integrates through Retriever but there is also an integration through Zapier directly with Redtail without going through Outlook. Other options are Calendly and TimeTrade. Some are free, others come with a minor cost (ScheduleOnce is ~$12/month).
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346 votes
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An error occurred while saving the comment Chuck Vercellone
commented
This suggestion has been suggested in the past with not much activity. Workflows are a great tool but....... How are we expected to see what has been created, revise and debug a workflow, and review the steps and outcomes if we can't print out the entire diagram? Come on Redtail, let's see some action here.
Seems like 123 votes to have a report created (and not for active worksheets)
An error occurred while saving the comment 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.
An error occurred while saving the comment Chuck Vercellone
commented
Need to be able to print out the templates, complete with outcomes. How else will we see what we've created, where the problems are, and what needs to be fixed?
An error occurred while saving the comment Chuck Vercellone
commented
It's great that we can print out a diagram of a workflow that is active and assigned to a client but why can't we also print out a diagram of all the workflows we've created? It would be helpful if we were able to so they could be analyzed and notes made to improve the template. Print screen of a template is not a complete solution as the potential outcomes and actions are not visible.
Chuck Vercellone
supported this idea
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9 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Chuck Vercellone
shared this idea
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542 votes
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An error occurred while saving the comment 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!
Chuck Vercellone
supported this idea
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65 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment 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.
Chuck Vercellone
supported this idea
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774 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment 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.
Chuck Vercellone
supported this idea
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925 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Chuck Vercellone
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126 votes
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An error occurred while saving the comment 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.
An error occurred while saving the comment 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?
Chuck Vercellone
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Chuck Vercellone
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500 votes
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An error occurred while saving the comment 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.
Chuck Vercellone
supported this idea
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599 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Chuck Vercellone
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428 votes
The 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!
An error occurred while saving the comment 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.
Chuck Vercellone
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An error occurred while saving the comment 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!
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48 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Chuck Vercellone
shared this idea
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79 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Chuck Vercellone
commented
This would be fixed by being able to see the memberships/relationships on the main page.
Chuck Vercellone
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As of 10/25/2019 we're up to 1055 votes for this issue that's been here since 2017. What does it take to get some movement on this????