Anonymous
My feedback
21 results found
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46 votes
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Anonymous
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494 votes
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Anonymous
supported this idea
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135 votes
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Anonymous
supported this idea
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103 votes
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An error occurred while saving the comment Anonymous
supported this idea
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57 votes
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Anonymous
supported this idea
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925 votes
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An error occurred while saving the comment Anonymous
commented
There are additional accounts fields which currently cannot be exported. We really need the ability to export account fields such as "discretionary" and "managed". This simply allows us to check off which accounts we directly manage, then export all of them in order to quickly calculate our total AUM. We need this for compliance and regulatory filing purposes. Right now, those fields are pretty useless without being able to export them.
Anonymous
supported this idea
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An error occurred while saving the comment Anonymous
commented
The custom export only includes a field for "Premium", which only exports the "Annual Premium" field. Most of our clients use a monthly, quarterly, semi-annual premium. The custom export needs to include the fields for "Modal Premium" and "Premium Frequency". It would be better if all of the fields in the Payment Info box were available for export. Otherwise, we can't even create an accurate list of all our insurance policies and premiums.
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76 votes
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Anonymous
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169 votes
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Anonymous
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178 votes
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An error occurred while saving the comment Anonymous
commented
I noticed that even though I have permissions for certain contacts set to only myself, other users are still able to see the workflow for those clients. The workflows and client names show up on the workflows screen for each user regardless of permissions. The other users cannot click on the workflow and access it, but it still shows the active workflow and client names. It would be nice if the workflows were linked to permissions as well.
Anonymous
supported this idea
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72 votes
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774 votes
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Anonymous
supported this idea
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216 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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249 votes
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500 votes
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Anonymous
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533 votes
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Anonymous
shared this idea
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110 votesAnonymous
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133 votes
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An error occurred while saving the comment Anonymous
commented
I am using Docupace for this specific reason. Whenever I add a new image to a folder, it automatically inherits the folder's account number, account type, client's name, etc. In Redtail, every single document needs to be completely indexed from scratch and it's way too time consuming to add everything.
Anonymous
supported this idea
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145 votes
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An error occurred while saving the comment Anonymous
commented
What are the additional fields you want added? Just curious because I'm not subject to FINRA...only state/SEC requirements.
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1,271 votes
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Anonymous
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1,239 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous
supported this idea
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We need to be able to change the "From" name when sending emails instead of it always being the same. Sometimes we are sending emails on behalf of ourselves and other times an individual will be sending emails on behalf of the company. For example, if we are sending out a broadcast email, we would like the "From" name to show our company's name instead of the individual person. It would be nice to have a dropdown option where we can choose: 1) Our own name, 2) Company Name, etc. We could keep going into preferences and changing it back and further in there, but that's a waste of time.
Another nice feature would be to have a different email signature for each one. I'm sure we could accomplish all of this by setting up additional users and make the user's name the company name, but then we have to log in and out multiple times just to send an email to our clients. That seems like a very inefficient workaround.