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Dennis Shao

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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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    Dennis Shao supported this idea  · 
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    Dennis Shao commented  · 

    Can this suggestion be revisited? The advisor is amassing more clients from referrals and often it is from extended family members. Kids are also getting older with their own accumulated capital and returning to the firm as clients. There needs to be a way to track lineage as well as total family accounts. In other words, the advisor services each family household independently but for maintaining relationships should be able to identify family members (e.g. grandparents, parents, kids, grandkids, etc.) As a CRM I think the next development phase is taking this into consideration as an enhancement for advisors who are operation more as a family office. Currently, the only option is to export reports into Excel.

    In addition, when viewing accounts under the option "Show Family Accounts", perhaps there is a way to actually list out the first name of the account owner instead of just "family". Or just partition the account page to show accounts under each owner like you have organized for "Close Accounts" etc.

  2. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Dennis Shao commented  · 

    Currently, I have to create an opportunity, then, a separate activity for associates to follow up. If there is significant news for the case, I will update in the opportunities. Day to day tracking would be done in the activity. To fix this, linking the two would be ideal.

    Dennis Shao supported this idea  · 

  3. On the contact search results page make the columns sort-able.

    101 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Dennis Shao supported this idea  · 
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    Dennis Shao commented  · 

    In previous Redtail CRM upon performing an Advanced Search you can filter the list by name, status, category in the search results. Now it is not available. Surely this is a simple feature to bring back. Why remove in the first place? Sometimes it is easier to filter on the spot rather than filtering it in an Excel export.

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