Ryan
My feedback
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861 votes
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Ryan
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1,271 votes
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Ryan
supported this idea
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782 votes
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An error occurred while saving the comment Ryan
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197 votes
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Ryan
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151 votes
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Ryan
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297 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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37 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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69 votes
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Ryan
shared this idea
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328 votes
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Ryan
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251 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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925 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
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774 votes
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Ryan
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54 votes
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Ryan
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47 votes
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An error occurred while saving the comment Ryan
commented
We would love to use the Account UDFs for RMD Taken (Yes / No), RMD Amount (value) but there doesn't appear to be an easy way to reset these in bulk back to NO and ZERO at the start of a new year. Please implement a way to bulk edit account UDFs.
Ryan
supported this idea
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76 votes
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Ryan
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1,371 votes
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Ryan
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188 votes
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An error occurred while saving the comment Ryan
commented
I also have this issue... the columns should not need to be resorted after every refresh.
Ryan
supported this idea
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1,963 votes
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Ryan
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463 votes
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Ryan
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225 votes
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Ryan
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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!