Skip to content

Paul Sharkey

← Customer Feedback for Redtail Technology

My feedback

12 results found

  1. Bring back full ssn on unlinked accounts

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Sharkey shared this idea  · 

  2. Auto add user to new text threads

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Redtail Speak » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Sharkey shared this idea  · 

  3. SPEAK feature would be even better if I can text two or more people at the same time, as clients who are hus/wife want same communication

    37 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail Speak » Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Sharkey supported this idea  · 

  4. Option to automatically rollover activity

    1,239 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Sharkey supported this idea  · 

  5. I need additional Mail Merge Fields

    542 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Sharkey supported this idea  · 

  6. Add documents to workflows!

    140 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    6 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Sharkey supported this idea  · 

  7. Remove Closed Accounts from Reporting Under Account Type

    72 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    11 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Sharkey supported this idea  · 

  8. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

    82 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    8 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Sharkey commented  · 

    Yes, this is needed to manage the data in growing firms that want to use your workflows!

    Paul Sharkey supported this idea  · 

  9. Read Only Permissions

    48 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Sharkey supported this idea  · 

  10. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,271 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Sharkey commented  · 

    Would be nice if there was a preference at the database level as to whether or not the next date automatically updates. We have about 150 firms using Redtail and the ones that use the review feature are pretty split on this.

    Paul Sharkey supported this idea  · 

  11. Make it possible to change a client's next review date without changing first review date!

    570 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Paul Sharkey supported this idea  · 
    An error occurred while saving the comment
    Paul Sharkey commented  · 

    Would be nice if there was a preference at the database level as to whether or not the next date automatically updates. We have about 150 firms using Redtail and the ones that use the review feature are pretty split on this.

  12. Include Trusts in the Family Portfolio Value

    254 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    24 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Paul Sharkey commented  · 

    With the TAILWAG release, you can no longer add a Trust contact record to a family. Previously you could. This should be added back.

    An error occurred while saving the comment
    Paul Sharkey commented  · 

    In Leapfrog you could add a Trust to a family as one of the dependents. You can no longer do this in TAILWAG. This allows you to see the trust's account value in the family portfolio value. Please add this ability back.

    Paul Sharkey supported this idea  · 

Feedback and Knowledge Base

(thinking…)