Paul Sharkey

← Customer Feedback for Redtail Technology

My feedback

14 results found

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

    93 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Paul Sharkey supported this idea  · 

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

    3 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Paul Sharkey shared this idea  · 

  3. Bring back full ssn on unlinked accounts

    3 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Paul Sharkey shared this idea  · 

  4. Auto add user to new text threads

    6 votes
    2 comments  ·  Redtail Speak » Contacts  ·  Admin →
    How important is this to you?
    Paul Sharkey shared this idea  · 

  5. 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
    1 comment  ·  Redtail Speak » Contacts  ·  Admin →
    How important is this to you?
    Paul Sharkey supported this idea  · 

  6. Option to automatically rollover activity

    1,251 votes
    49 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Paul Sharkey supported this idea  · 

  7. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Paul Sharkey supported this idea  · 

  8. Add documents to workflows!

    148 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Paul Sharkey supported this idea  · 

  9. Remove Closed Accounts from Reporting Under Account Type

    75 votes
    11 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Paul Sharkey supported this idea  · 

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

    82 votes
    8 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    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  · 

  11. Read Only Permissions

    48 votes
    4 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Paul Sharkey supported this idea  · 

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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    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  · 

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

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    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.

  14. Include Trusts in the Family Portfolio Value

    254 votes
    25 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    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…)