CATHY LIPPARD
My feedback
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38 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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47 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!
CATHY LIPPARD
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96 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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CATHY LIPPARD
supported this idea
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765 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!
CATHY LIPPARD
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143 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!
CATHY LIPPARD
supported this idea
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Part of my job is to contact clients and set up annual reviews based on the issue date of their policy. When I do a search, I can get it specific enough by contact, BUT it doesn't export the information I need to the file, which is just policies that are issued in that specific month. Instead, it exports every policy for that client. Many of our clients have multiple policies with multiple issue dates.
I spent an hour trying to figure it out myself with the options in Custom Reports, and finally called the RT help desk and spoke to Eric, who tried to set up a customized list and it still pulled every policy.
So, I have to go to Excel and manually delete the polices that were not issued in that specific month. My list went from 47 contacts pulled that have a issue date of November to 119 policies when I exported to Excel. I had to manually delete 72 lines of information to get down to what I really needed to do my job. Very time consuming and open to human error if I delte the wrong policy.!
If someone could look into this, I'd be much more efficient at my job! Thank you! CGL