Leo O'Connor
My feedback
6 results found
-
13 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!
-
97 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!
Leo O'Connor
shared this idea
·
-
1,345 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 An error occurred while saving the comment 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
·
-
910 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!
Leo O'Connor
supported this idea
·
An error occurred while saving the comment Leo O'Connor
commented
Make every place I can enter data for a client or account exportable from the custom template field
-
492 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!
Leo O'Connor
supported this idea
·
An error occurred while saving the comment 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.
-
101 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!
Leo O'Connor
supported this idea
·
An error occurred while saving the comment Leo O'Connor
commented
Under timeline It says things like Cient address deleted but when i click on it itll say something vague like went from true to false. Make the timeline something that means something so if i updated the address for someone, when you click in for the details, you will see what the address was and what the address now is. when it says deleted address, tell me the address that was deleted.
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.