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Paul Sharkey

← Customer Feedback for Redtail Technology

My feedback

16 results found

  1. Add 'Created At' and 'Created By' to Activities Report for Better Admin Tracking

    6 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Paul Sharkey shared this idea  · 

  2. Activity report based on date activity was created

    92 votes
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    6 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Paul Sharkey commented  · 

    low hanging fruit to add "created at" and "created by" to the activities by contact report and export feature. this is important with larger firms with many admins.

    Paul Sharkey supported this idea  · 

  3. Activity By Contact Report - Add Column

    10 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Paul Sharkey supported this idea  · 

  4. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    97 votes
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    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Paul Sharkey supported this idea  · 

  5. "No Contact" report should be based on Activity Start date - not the Activity edit date

    3 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Paul Sharkey shared this idea  · 

  6. Bring back full ssn on unlinked accounts

    6 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Paul Sharkey shared this idea  · 

  7. Auto add user to new text threads

    9 votes
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    2 comments  ·  Redtail Speak » Contacts  ·  Admin →
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    Paul Sharkey shared this idea  · 

  8. 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

    40 votes
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    1 comment  ·  Redtail Speak » Contacts  ·  Admin →
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    Paul Sharkey supported this idea  · 

  9. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Paul Sharkey supported this idea  · 

  10. I need additional Mail Merge Fields

    548 votes
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    82 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Paul Sharkey supported this idea  · 

  11. Add documents to workflows!

    619 votes
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    32 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Paul Sharkey supported this idea  · 

  12. Remove Closed Accounts from Reporting Under Account Type

    81 votes
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    12 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Paul Sharkey supported this idea  · 

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

    85 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    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  · 

  14. Read Only Permissions

    48 votes
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    4 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Paul Sharkey supported this idea  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    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  · 
    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.

  16. Include Trusts in the Family Portfolio Value

    258 votes
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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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    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.

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    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  · 

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