Anonymous
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102 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!
Anonymous
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1 voteAnonymous
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21 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 Anonymous
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I was going to start my own feature suggestion but this one is close enough for me. I was going to suggest that an alternative data entry screen be available (not to replace the current method). This would involve a command on the "+" commands to go to a UDF page that will collect all the data the user wants to get on a client meeting. It could even be printable as a paper data collection questionnaire. The advisor can add all the typical client info, name, address, phone, email, spouse, SS#, etc. but would allow the advisor to add fields that each advisor wants to collect, such as total net worth, risk tolerance, beneficiaries' data, etc. Once the form is completed in data entry, "save" would send each of these data points to the correct field on any tab in a contact record.