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Leo O'Connor

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  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Leo O'Connor commented  · 

    Family is perfect (pretty much) for mailings as myself and my dad would want a letter to each of us but if the advisor wanted to think about million dollar clients but neither myself nor my sister would make the cut alone but when thought of as a family group we would be considered.

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    Leo O'Connor commented  · 

    In Redtail a Family is based on who is on your tax return. As an adult child of an A client I am not in that family but should be thought of when the advisor thinks of the O'Connor Family Group. The Family Group is all of the individual families (or companies, trusts, estates) that should be treated the same so when the eldest clients die we will have treated the youngest well enough that they keep the accounts here. Then you could also run reports with family groups by AUM which would show each of the the contacts and their accounts that is under each family group. I would make this field function like the account company list where it suggests a name if there is already one there or i can add a new one and old ones don't go away until I have deleted it from each contact. Then instead of showing the advisor 140 families he would see 100 family groups and 100 relationships to maintain.

    Leo O'Connor supported this idea  · 

  2. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Leo O'Connor supported this idea  · 
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    Leo O'Connor commented  · 

    Make every place I can enter data for a client or account exportable from the custom template field

  3. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Leo O'Connor supported this idea  · 
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    Leo O'Connor commented  · 

    For filling in beneficiary field under accounts, allow us the choice to link an existing contact of just manually enter a person who otherwise may not need to be in the system. Or allow us to enter the person and then cross reference what we put with what is in the system to see if an contact already exists. This will help us keep the SSN and DOB information that we need on record.

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