Ryan
My feedback
28 results found
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30 votes
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Ryan
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829 votes
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Ryan
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1,232 votes
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Ryan
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756 votes
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An error occurred while saving the comment Ryan
supported this idea
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1,709 votes
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Ryan
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194 votes
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Ryan
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147 votes
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Ryan
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294 votes
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An error occurred while saving the comment Ryan
commented
When running a portfolio detail report for a client, the face value of the policy is not included and makes all term life insurance policies on this report useless. Please include a section for face values. Thank you!
An error occurred while saving the comment Ryan
commented
Please add the Insured's name to the detail report, not just the Owner! Thanks! :)
Ryan
supported this idea
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20 votes
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Ryan
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31 votes
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An error occurred while saving the comment Ryan
commented
There actually is a place to add the retire date but it's buried, probably not searchable, and pretty much useless. It's found in the Professional Contacts section under 'Employements.' I do agree this needs to be more prominent in Redtail!
Ryan
supported this idea
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66 votes
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Ryan
shared this idea
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160 votes
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Ryan
supported this idea
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325 votes
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Ryan
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248 votes
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An error occurred while saving the comment Ryan
commented
Please add some options for account level alerts... it would be invaluable to have notification sent out if an account value went to zero.
Ryan
supported this idea
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901 votes
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An error occurred while saving the comment Ryan
commented
Searching by discretionary would also be a helpful feature for us! Held away is searchable... why not discretionary as well as managed? Please add both of these fields to search.
Ryan
supported this idea
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22 votes
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An error occurred while saving the comment Ryan
commented
We have quite the extensive list if Quicklists. It'd be quite helpful to have a search filter / sort to somehow pare them down when looking for the one I need instead of sifting through the pages of them.
Ryan
supported this idea
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82 votes
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Ryan
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135 votes
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Ryan
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747 votes
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134 votes
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Ryan
supported this idea
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While I understand the idea of 'speeding up' activity creation by using the initial trimmed down screen, this has really added extra steps to creating an activity for me as we almost always have activity notes to put in when creating the activity. To have to create the activity and edit just takes us a little bit longer for each activity. Please add the activity notes section to this first screen. Thanks!